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Christensen, King & Associates Investment Services, Inc.: SCHD 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 SCHD, newest first. How the timeline and the estimate are built.

Christensen, King & Associates Investment Services, Inc. held 484,902 SCHD 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 484,902 shares
    Change vs previous 13F -13,351 shares

    6.11% of the 13F portfolio, value $15,376,233.

    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 498,253 shares
    Change vs previous 13F +171 shares

    6.56% of the 13F portfolio, value $15,286,400.

    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 498,082 shares
    Change vs previous 13F -13,272 shares

    5.83% of the 13F portfolio, value $13,662,387.

    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 511,354 shares
    Change vs previous 13F -10,028 shares

    6% of the 13F portfolio, value $13,959,951.

    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 521,382 shares
    Change vs previous 13F -13,099 shares

    6.33% of the 13F portfolio, value $13,816,613.

    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 534,481 shares
    Change vs previous 13F -3,769 shares

    7.06% of the 13F portfolio, value $14,879,960.

    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 538,250 shares
    Change vs previous 13F +355,896 shares

    6.96% of the 13F portfolio, value $14,844,921.

    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 182,354 shares
    Change vs previous 13F not available

    7.26% of the 13F portfolio, value $15,414,375.

    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).