D L Carlson Investment Group Inc Schwab Strategic Tr Us Large C Transaction History
D L Carlson Investment Group Inc
- $543 Million
- Q4 2024
A detailed history of D L Carlson Investment Group Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, D L Carlson Investment Group Inc holds 16,953 shares of SCHG stock, worth $462,477. This represents 0.09% of its overall portfolio holdings.
Number of Shares
16,953
Previous 6,383
165.6%
Holding current value
$462,477
Previous $664,000
28.92%
% of portfolio
0.09%
Previous 0.12%
Shares
27 transactions
Others Institutions Holding SCHG
# of Institutions
1,469Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$42.7 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.16 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.09 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.07 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$1.04 Billion1.41% of portfolio