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

Christensen, King & Associates Investment Services, Inc. held 544,016 SCHZ 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 544,016 shares
    Change vs previous 13F -2,268 shares

    5% of the 13F portfolio, value $12,583,097.

    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 546,284 shares
    Change vs previous 13F +15,833 shares

    5.44% of the 13F portfolio, value $12,684,704.

    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 530,451 shares
    Change vs previous 13F +19,262 shares

    5.29% of the 13F portfolio, value $12,396,634.

    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 511,189 shares
    Change vs previous 13F +13,450 shares

    5.15% of the 13F portfolio, value $11,997,604.

    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 497,739 shares
    Change vs previous 13F +3 shares

    5.3% of the 13F portfolio, value $11,567,465.

    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 497,736 shares
    Change vs previous 13F -358 shares

    5.45% of the 13F portfolio, value $11,482,773.

    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 498,094 shares
    Change vs previous 13F +247,516 shares

    5.29% of the 13F portfolio, value $11,291,791.

    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 250,578 shares
    Change vs previous 13F not available

    5.6% of the 13F portfolio, value $11,907,465.

    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).