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

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $598M AUM 18% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Wynn Capital Augusta, Georgia $224M AUM 31.2% 1-Year Est. Return

Stonekeep Investments Sante Fe, New Mexico $172M AUM 16.76% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return