Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Christensen, King & Associates Investment Services, Inc. (CIK 2032544) reported $233.1M across 105 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHX ($29.5M, 12.64%), SCHB ($15.4M, 6.62%), SCHD ($15.3M, 6.56%), SCHZ ($12.7M, 5.44%), SCHG ($12.7M, 5.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $29.5M | 12.64% | 1.1M | Added |
| 2 | SCHB | SCHWAB STRATEGIC TR | $15.4M | 6.62% | 614,671 | Trimmed |
| 3 | SCHD | SCHWAB STRATEGIC TR | $15.3M | 6.56% | 498,253 | Added |
| 4 | SCHZ | SCHWAB STRATEGIC TR | $12.7M | 5.44% | 546,284 | Added |
| 5 | SCHG | SCHWAB STRATEGIC TR | $12.7M | 5.43% | 434,601 | Trimmed |
| 6 | SCHA | SCHWAB STRATEGIC TR | $12.1M | 5.19% | 415,889 | Trimmed |
| 7 | SCHF | SCHWAB STRATEGIC TR | $12.1M | 5.18% | 487,587 | Trimmed |
| 8 | SCHM | SCHWAB STRATEGIC TR | $11.0M | 4.72% | 355,057 | Added |
| 9 | SCHV | SCHWAB STRATEGIC TR | $8.6M | 3.70% | 282,816 | Added |
| 10 | VOO | VANGUARD INDEX FDS | $5.7M | 2.44% | 9,526 | Added |
| 11 | SCHR | SCHWAB STRATEGIC TR | $5.5M | 2.37% | 221,905 | Added |
| 12 | IEI | ISHARES TR | $4.4M | 1.90% | 37,415 | Trimmed |
| 13 | SCHO | SCHWAB STRATEGIC TR | $4.4M | 1.89% | 181,762 | Added |
| 14 | SCHE | SCHWAB STRATEGIC TR | $4.1M | 1.78% | 125,915 | Trimmed |
| 15 | SCHP | SCHWAB STRATEGIC TR | $4.1M | 1.77% | 154,831 | Added |
| 16 | IOO | ISHARES TR | $4.1M | 1.74% | 33,617 | Added |
| 17 | IEF | ISHARES TR | $3.7M | 1.57% | 38,287 | Added |
| 18 | VTI | VANGUARD INDEX FDS | $3.4M | 1.46% | 10,574 | Trimmed |
| 19 | AAPL | APPLE INC | $3.0M | 1.30% | 11,897 | Trimmed |
| 20 | VGT | VANGUARD WORLD FD | $2.5M | 1.07% | 3,577 | Trimmed |
| 21 | AGG | ISHARES TR | $2.5M | 1.07% | 25,006 | Added |
| 22 | QQQ | INVESCO QQQ TR | $2.4M | 1.04% | 4,195 | Trimmed |
| 23 | SHY | ISHARES TR | $2.4M | 1.03% | 29,080 | Added |
| 24 | NVDA | NVIDIA CORPORATION | $2.3M | 1.00% | 13,337 | Hold |
| 25 | SCHC | SCHWAB STRATEGIC TR | $2.0M | 0.84% | 41,848 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31