StockDrifts LogoStockDrifts

Christensen, King & Associates Investment Services, Inc.

Portfolio Manager
Christensen, King & Associates Investment Services, Inc.
Performance
-1.18% (2026 Q1)
AUM (13F)
$233.08M
# of Holdings
105
Performance Rank
Allocation (Top 20)
74.77%

Christensen, King & Associates Investment Services, Inc. Holdings Map

Top 50 Christensen, King & Associates Investment Services, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SCHX
SCHWAB STRATEGIC TR
12.64%1.15M$29.5M
+0.65%(+7.39K)
2025-Q1: 1.20M shares2025-Q2: 1.19M shares2025-Q3: 1.17M shares2025-Q4: 1.14M shares2026-Q1: 1.15M shares
$17.95(+62.54%)
2026-03-31
SCHB
SCHWAB STRATEGIC TR
6.62%614.7K$15.4M
-0.07%(-442)
2025-Q1: 640.8K shares2025-Q2: 624.3K shares2025-Q3: 620.1K shares2025-Q4: 615.1K shares2026-Q1: 614.7K shares
$17.61(+62.17%)
2026-03-31
SCHD
SCHWAB STRATEGIC TR
6.56%498.3K$15.3M
+0.03%(+171)
2025-Q1: 534.5K shares2025-Q2: 521.4K shares2025-Q3: 511.4K shares2025-Q4: 498.1K shares2026-Q1: 498.3K shares
$24.48(+29.68%)
2026-03-31
SCHZ
SCHWAB STRATEGIC TR
5.44%546.3K$12.7M
+2.98%(+15.83K)
2025-Q1: 497.7K shares2025-Q2: 497.7K shares2025-Q3: 511.2K shares2025-Q4: 530.5K shares2026-Q1: 546.3K shares
$22.77(+1.34%)
2026-03-31
SCHG
SCHWAB STRATEGIC TR
5.43%434.6K$12.7M
-0.25%(-1.07K)
2025-Q1: 442.5K shares2025-Q2: 441.3K shares2025-Q3: 439.2K shares2025-Q4: 435.7K shares2026-Q1: 434.6K shares
$19.59(+75.17%)
2026-03-31
SCHA
SCHWAB STRATEGIC TR
5.19%415.9K$12.1M
-0.40%(-1.68K)
2025-Q1: 424.7K shares2025-Q2: 420.1K shares2025-Q3: 417.1K shares2025-Q4: 417.6K shares2026-Q1: 415.9K shares
$22.28(+48.50%)
2026-03-31
SCHF
SCHWAB STRATEGIC TR
5.18%487.6K$12.1M
-0.03%(-148)
2025-Q1: 513.1K shares2025-Q2: 501.4K shares2025-Q3: 496.2K shares2025-Q4: 487.7K shares2026-Q1: 487.6K shares
$17.84(+53.06%)
2026-03-31
SCHM
SCHWAB STRATEGIC TR
4.72%355.1K$11.0M
+0.42%(+1.48K)
2025-Q1: 354.9K shares2025-Q2: 352.1K shares2025-Q3: 353.4K shares2025-Q4: 353.6K shares2026-Q1: 355.1K shares
$23.97(+43.81%)
2026-03-31
SCHV
SCHWAB STRATEGIC TR
3.7%282.8K$8.6M
+0.00%(+12)
2025-Q1: 285.9K shares2025-Q2: 282.5K shares2025-Q3: 280.9K shares2025-Q4: 282.8K shares2026-Q1: 282.8K shares
$22.58(+45.42%)
2026-03-31
VOO
VANGUARD INDEX FDS
2.44%9.5K$5.7M
+1.05%(+99)
2025-Q1: 9.1K shares2025-Q2: 9.3K shares2025-Q3: 9.3K shares2025-Q4: 9.4K shares2026-Q1: 9.5K shares
$436.79(+56.23%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Christensen, King & Associates Investment Services, Inc., compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all