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

Christensen King & Associates Investment Services’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.6M Sell
1,142,534
-6,823
-0.6% -$195K 13.36% 1
2026
Q1 		$29.5M Buy
1,149,357
+7,393
+0.6% +$198K 12.64% 1
2025
Q4 		$30.7M Sell
1,141,964
-32,767
-3% -$875K 13.11% 1
2025
Q3 		$30.9M Sell
1,174,731
-15,869
-1% -$403K 13.29% 1
2025
Q2 		$29.1M Sell
1,190,600
-14,279
-1% -$323K 13.34% 1
2025
Q1 		$27.5M Sell
1,204,879
-11,376
-0.9% -$265K 13.05% 1
2024
Q4 		$28.9M Buy
1,216,255
+8,977
+0.7% +$209K 13.57% 1
2024
Q3 		$27.3M Sell
1,207,278
-6,861
-0.6% -$149K 12.85% 1
2024
Q2 		$26M Sell
1,214,139
-16,959
-1% -$350K 12.83% 1
2024
Q1 		$25.5M Buy
1,231,098
+14,187
+1% +$279K 12.72% 1
2023
Q4 		$22.9M Buy
+1,216,911
New +$21.4M 12.25% 1

Other funds holding SCHX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

Christensen King & Associates Investment Services reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.59% in Q2 2026, selling an estimated $195K and leaving 1,142,534 shares worth $33.6M. The position accounts for 13.36% of the portfolio, ranked #1.

Christensen King & Associates Investment Services first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. 1,070 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Christensen King & Associates Investment Services held 1,142,534 shares of Schwab US Large- Cap ETF worth $33.6M as of Q2 2026.
  • Christensen King & Associates Investment Services sold 6,823 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $195K.
  • Schwab US Large- Cap ETF made up 13.36% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #1 holding.
  • Christensen King & Associates Investment Services first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,070 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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