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Christensen, King & Associates Investment Services, Inc.: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Christensen, King & Associates Investment Services, Inc. on SCHB, newest first. How the timeline and the estimate are built.

Christensen, King & Associates Investment Services, Inc. held 595,154 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 595,154 shares
    Change vs previous 13F -19,517 shares

    6.85% of the 13F portfolio, value $17,235,649.

    13F-HR 0002032544-26-000004 filed by Christensen, King & Associates Investment Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 614,671 shares
    Change vs previous 13F -442 shares

    6.62% of the 13F portfolio, value $15,428,235.

    13F-HR 0002032544-26-000002 filed by Christensen, King & Associates Investment Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 615,113 shares
    Change vs previous 13F -4,973 shares

    6.88% of the 13F portfolio, value $16,134,426.

    13F-HR 0002032544-26-000001 filed by Christensen, King & Associates Investment Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 620,086 shares
    Change vs previous 13F -4,249 shares

    6.85% of the 13F portfolio, value $15,942,404.

    13F-HR 0002032544-25-000006 filed by Christensen, King & Associates Investment Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 624,335 shares
    Change vs previous 13F -16,448 shares

    6.82% of the 13F portfolio, value $14,877,896.

    13F-HR 0002032544-25-000004 filed by Christensen, King & Associates Investment Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 640,783 shares
    Change vs previous 13F -18,490 shares

    6.77% of the 13F portfolio, value $14,270,232.

    13F-HR 0002032544-25-000003 filed by Christensen, King & Associates Investment Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 659,273 shares
    Change vs previous 13F +433,790 shares

    7.19% of the 13F portfolio, value $15,334,684.

    13F-HR 0002032544-25-000001 filed by Christensen, King & Associates Investment Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 225,483 shares
    Change vs previous 13F not available

    7.06% of the 13F portfolio, value $14,999,107.

    13F-HR 0002032544-24-000005 filed by Christensen, King & Associates Investment Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).