CKAIS
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Christensen King & Associates Investment Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Christensen King & Associates Investment Services’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.7M Sell
406,286
-9,603
-2% -$317K 5.83% 4
2026
Q1 		$12.1M Sell
415,889
-1,681
-0.4% -$50.4K 5.19% 6
2025
Q4 		$11.9M Buy
417,570
+470
+0.1% +$13.3K 5.07% 6
2025
Q3 		$11.6M Sell
417,100
-2,954
-0.7% -$79K 5% 6
2025
Q2 		$10.6M Sell
420,054
-4,669
-1% -$110K 4.87% 7
2025
Q1 		$10.4M Buy
424,723
+7
+0% +$178 4.92% 7
2024
Q4 		$11.1M Buy
424,716
+5,744
+1% +$153K 5.22% 6
2024
Q3 		$10.8M Sell
418,972
-9,398
-2% -$233K 5.08% 6
2024
Q2 		$10.2M Buy
428,370
+9,090
+2% +$215K 5.01% 6
2024
Q1 		$10.3M Buy
419,280
+4,484
+1% +$105K 5.16% 6
2023
Q4 		$9.8M Buy
+414,796
New +$8.74M 5.25% 5

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Christensen King & Associates Investment Services's SCHA Position: Q2 2026 in Review

Christensen King & Associates Investment Services reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.3% in Q2 2026, selling an estimated $317K and leaving 406,286 shares worth $14.7M. The position accounts for 5.83% of the portfolio, ranked #4.

Christensen King & Associates Investment Services first reported a position in SCHA in Q4 2023 and has held it in 11 quarters since. 708 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Christensen King & Associates Investment Services held 406,286 shares of Schwab U.S Small- Cap ETF worth $14.7M as of Q2 2026.
  • Christensen King & Associates Investment Services sold 9,603 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $317K.
  • Schwab U.S Small- Cap ETF made up 5.83% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #4 holding.
  • Christensen King & Associates Investment Services first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 708 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.