D L Carlson Investment Group Inc Schwab Strategic Tr 1000 Index 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 1000 Index stock. As of the latest transaction made, D L Carlson Investment Group Inc holds 17,745 shares of SCHK stock, worth $475,033. This represents 0.09% of its overall portfolio holdings.
Number of Shares
17,745
Previous 8,821
101.17%
Holding current value
$475,033
Previous $487,000
3.08%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding SCHK
# of Institutions
206Shares Held
70.4MCall Options Held
3.9KPut Options Held
6.9K-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.28 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$187 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$117 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$70.5 Million5.8% of portfolio
-
Waddell & Associates, LLC1.94MShares$51.9 Million5.64% of portfolio