CKAIS
SCHV

Christensen King & Associates Investment Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Christensen King & Associates Investment Services’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.53M Sell
273,806
-9,010
-3% -$297K 3.79% 9
2026
Q1 		$8.63M Buy
282,816
+12
+0% +$374 3.7% 9
2025
Q4 		$8.37M Buy
282,804
+1,906
+0.7% +$55.7K 3.57% 9
2025
Q3 		$8.18M Sell
280,898
-1,635
-0.6% -$46.5K 3.51% 9
2025
Q2 		$7.82M Sell
282,533
-3,375
-1% -$88.7K 3.58% 9
2025
Q1 		$7.67M Buy
285,908
+4,778
+2% +$128K 3.64% 9
2024
Q4 		$7.4M Buy
281,130
+1,890
+0.7% +$51K 3.47% 9
2024
Q3 		$7.48M Sell
279,240
-3,687
-1% -$94.7K 3.52% 9
2024
Q2 		$6.99M Buy
282,927
+2,127
+0.8% +$52.6K 3.45% 9
2024
Q1 		$7.11M Sell
280,800
-708
-0.3% -$17K 3.55% 9
2023
Q4 		$6.58M Buy
+281,508
New +$6.16M 3.52% 9

Other funds holding SCHV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Christensen King & Associates Investment Services reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 3.2% in Q2 2026, selling an estimated $297K and leaving 273,806 shares worth $9.53M. The position accounts for 3.79% of the portfolio, ranked #9.

Christensen King & Associates Investment Services first reported a position in SCHV in Q4 2023 and has held it in 11 quarters since. 641 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Christensen King & Associates Investment Services held 273,806 shares of Schwab US Large-Cap Value ETF worth $9.53M as of Q2 2026.
  • Christensen King & Associates Investment Services sold 9,010 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $297K.
  • Schwab US Large-Cap Value ETF made up 3.79% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #9 holding.
  • Christensen King & Associates Investment Services first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 641 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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