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Christensen King & Associates Investment Services’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Christensen King & Associates Investment Services’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.6M Sell
544,016
-2,268
-0.4% -$52.5K 5% 8
2026
Q1 		$12.7M Buy
546,284
+15,833
+3% +$371K 5.44% 4
2025
Q4 		$12.4M Buy
530,451
+19,262
+4% +$452K 5.29% 5
2025
Q3 		$12M Buy
511,189
+13,450
+3% +$312K 5.15% 5
2025
Q2 		$11.6M Buy
497,739
+3
+0% +$69 5.3% 5
2025
Q1 		$11.5M Sell
497,736
-358
-0.1% -$8.2K 5.45% 5
2024
Q4 		$11.3M Sell
498,094
-3,062
-0.6% -$70.7K 5.29% 5
2024
Q3 		$11.9M Sell
501,156
-2,484
-0.5% -$58.2K 5.6% 4
2024
Q2 		$11.5M Sell
503,640
-106
-0% -$2.4K 5.66% 5
2024
Q1 		$11.6M Buy
503,746
+5,108
+1% +$117K 5.79% 4
2023
Q4 		$11.6M Buy
+498,638
New +$11.2M 6.22% 4

Other funds holding SCHZ

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 15.76% 1-Year Est. Return

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

Christensen King & Associates Investment Services reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.42% in Q2 2026, selling an estimated $52.5K and leaving 544,016 shares worth $12.6M. The position accounts for 5% of the portfolio, ranked #8.

Christensen King & Associates Investment Services first reported a position in SCHZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.7M in Q1 2026. 440 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Christensen King & Associates Investment Services held 544,016 shares of Schwab US Aggregate Bond ETF worth $12.6M as of Q2 2026.
  • Christensen King & Associates Investment Services sold 2,268 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $52.5K.
  • Schwab US Aggregate Bond ETF made up 5% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #8 holding.
  • Christensen King & Associates Investment Services first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Christensen King & Associates Investment Services's Schwab US Aggregate Bond ETF position peaked at $12.7M in Q1 2026.
  • 440 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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