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Christensen King & Associates Investment Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Christensen King & Associates Investment Services’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.2M Sell
595,154
-19,517
-3% -$546K 6.85% 2
2026
Q1 		$15.4M Sell
614,671
-442
-0.1% -$11.6K 6.62% 2
2025
Q4 		$16.1M Sell
615,113
-4,973
-0.8% -$129K 6.89% 2
2025
Q3 		$15.9M Sell
620,086
-4,249
-0.7% -$105K 6.85% 2
2025
Q2 		$14.9M Sell
624,335
-16,448
-3% -$362K 6.82% 2
2025
Q1 		$14.3M Sell
640,783
-18,490
-3% -$421K 6.77% 3
2024
Q4 		$15.3M Sell
659,273
-17,176
-3% -$392K 7.19% 2
2024
Q3 		$15M Sell
676,449
-17,415
-3% -$372K 7.06% 3
2024
Q2 		$14.5M Sell
693,864
-9,294
-1% -$188K 7.17% 3
2024
Q1 		$14.3M Buy
703,158
+9,189
+1% +$178K 7.15% 3
2023
Q4 		$12.9M Buy
+693,969
New +$12M 6.9% 3

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Christensen King & Associates Investment Services reduced its Schwab US Broad Market ETF (SCHB) stake by 3.2% in Q2 2026, selling an estimated $546K and leaving 595,154 shares worth $17.2M. The position accounts for 6.85% of the portfolio, ranked #2.

Christensen King & Associates Investment Services first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Christensen King & Associates Investment Services held 595,154 shares of Schwab US Broad Market ETF worth $17.2M as of Q2 2026.
  • Christensen King & Associates Investment Services sold 19,517 Schwab US Broad Market ETF shares in Q2 2026, an estimated $546K.
  • Schwab US Broad Market ETF made up 6.85% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #2 holding.
  • Christensen King & Associates Investment Services first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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