StockDriftsStockDriftsTop 50 Christensen, King & Associates Investment Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 13.36% | 1.14M | $33.6M | -0.59%(-6.82K) | $17.95(+70.14%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 6.85% | 595.2K | $17.2M | -3.18%(-19.52K) | $17.61(+69.84%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 6.11% | 484.9K | $15.4M | -2.68%(-13.35K) | $24.48(+40.03%) | 2026-06-30 | |
| SCHA | SCHWAB STRATEGIC TR | 5.83% | 406.3K | $14.7M | -2.31%(-9.60K) | $22.28(+56.22%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 5.63% | 418.8K | $14.2M | -3.64%(-15.83K) | $19.59(+82.60%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 5.3% | 481.4K | $13.3M | -1.27%(-6.19K) | $17.84(+58.45%) | 2026-06-30 | |
| SCHM | SCHWAB STRATEGIC TR | 5.07% | 345.9K | $12.8M | -2.58%(-9.14K) | $23.97(+50.30%) | 2026-06-30 | |
| SCHZ | SCHWAB STRATEGIC TR | 5% | 544.0K | $12.6M | -0.42%(-2.27K) | $22.77(-0.02%) | 2026-06-30 | |
| SCHV | SCHWAB STRATEGIC TR | 3.79% | 273.8K | $9.5M | -3.19%(-9.01K) | $22.58(+54.98%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.6% | 9.5K | $6.5M | +0.00%(+0) | $436.79(+62.79%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +38.39% |
| Top 20 Holdings Unweighted | — | — | — | — | +34.42% |
Christensen, King & Associates Investment Services, Inc. reports $251.70M in US-listed equity holdings across 108 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (13.4%), SCHB (6.8%) and SCHD (6.1%). The top 20 holdings account for 75.9% of reported assets. Its disclosed equity book has returned +38.39% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Christensen, King & Associates Investment Services, Inc., compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Christensen, King & Associates Investment Services, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2032544). View Christensen, King & Associates Investment Services, Inc.’s 13F filings on SEC