Christensen, King & Associates Investment Services, Inc.

CIK 0002032544 · RICHLAND, WA · Quarter end: 2026-06-30 · Filed on: 2026-07-14 · Open the SEC source

Christensen, King & Associates Investment Services, Inc. reported 108 positions worth $251.7M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: SCHX (13.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$251.7M
2026 Q2
Positions
108
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
59.5%
Est. Net Flow (Q)
2026 Q2
10 / 108 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SCHXSCHWAB STRATEGIC TRSH$33.6M13.36%1,142,534
2SCHBSCHWAB STRATEGIC TRSH$17.2M6.85%595,154
3SCHDSCHWAB STRATEGIC TRSH$15.4M6.11%484,902
4SCHASCHWAB STRATEGIC TRSH$14.7M5.83%406,286
5SCHGSCHWAB STRATEGIC TRSH$14.2M5.63%418,771
6SCHFSCHWAB STRATEGIC TRSH$13.3M5.30%481,397
7SCHMSCHWAB STRATEGIC TRSH$12.8M5.07%345,912
8SCHZSCHWAB STRATEGIC TRSH$12.6M5.00%544,016
9SCHVSCHWAB STRATEGIC TRSH$9.5M3.79%273,806
10VOOVANGUARD INDEX FDSSH$6.5M2.60%9,526

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Christensen, King & Associates Investment Services, Inc. hold as of Q2 2026?

Christensen, King & Associates Investment Services, Inc. reported 108 positions worth $251.7M in its Q2 2026 13F filing. Largest positions: SCHX (13.4%), SCHB (6.8%), SCHD (6.1%), SCHA (5.8%) and SCHG (5.6%).

What did Christensen, King & Associates Investment Services, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Christensen, King & Associates Investment Services, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.