Christensen, King & Associates Investment Services, Inc. SCHV holdings history
SCHWAB US LARGE-CAP VALUE · CUSIP 808524409 · CIK 2032544
As of 2026-06-30, Christensen, King & Associates Investment Services, Inc. reported 273.81K SCHV (shares), valued at $9.53M, or 3.79% of its reported non-derivative portfolio. Filed 2026-07-14.
Verify history & sources →Shares decreased 3.19%; reported value increased 10.50%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.79% | 273,806 | SEC filing ↗Filed Jul 14, 2026 |
| Q1 2026 | 3.70% | 282,816 | SEC filing ↗Filed Apr 20, 2026 |
| Q4 2025 | 3.57% | 282,804 | SEC filing ↗Filed Jan 22, 2026 |
| Q3 2025 | 3.51% | 280,898 | SEC filing ↗Filed Oct 21, 2025 |
| Q2 2025 | 3.58% | 282,533 | SEC filing ↗Filed Jul 15, 2025 |
| Q1 2025 | 3.64% | 285,908 | SEC filing ↗Filed Apr 17, 2025 |
| Q4 2024 | 3.47% | 281,130 | SEC filing ↗Filed Jan 13, 2025 |
| Q3 2024 | 3.52% | 93,080 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 3.45% | 94,309 | SEC filing ↗Filed Aug 8, 2024 |
| Q1 2024 | 3.55% | 93,600 | SEC filing ↗Filed Aug 8, 2024 |
| Q4 2023 | 3.52% | 93,836 | SEC filing ↗Filed Aug 8, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 3.52% | 93,836 | $6.58M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Aug 8, 2024 |
| Q1 2024 | 3.55% | 93,600 | $7.11M | Shares decreased 0.25%; reported value increased 8.12%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2024 |
| Q2 2024 | 3.45% | 94,309 | $6.99M | Shares increased 0.76%; reported value decreased 1.76%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2024 |
| Q3 2024 | 3.52% | 93,080 | $7.48M | Shares decreased 1.30%; reported value increased 7.08%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 3.47% | 281,130 | $7.40M | Shares increased 202.03%; reported value decreased 1.05%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 13, 2025 |
| Q1 2025 | 3.64% | 285,908 | $7.67M | Shares increased 1.70%; reported value increased 3.59%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2025 |
| Q2 2025 | 3.58% | 282,533 | $7.82M | Shares decreased 1.18%; reported value increased 1.95%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2025 |
| Q3 2025 | 3.51% | 280,898 | $8.18M | Shares decreased 0.58%; reported value increased 4.60%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2025 |
| Q4 2025 | 3.57% | 282,804 | $8.37M | Shares increased 0.68%; reported value increased 2.41%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2026 |
| Q1 2026 | 3.70% | 282,816 | $8.63M | Shares increased 0.00%; reported value increased 3.01%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 20, 2026 |
| Q2 2026 | 3.79% | 273,806 | $9.53M | Shares decreased 3.19%; reported value increased 10.50%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 14, 2026 |
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