D L Carlson Investment Group Inc Schwab Strategic Tr 1000 Index Transaction History
D L Carlson Investment Group Inc
- $541 Million
- Q3 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 8,821 shares of SCHK stock, worth $257,132. This represents 0.09% of its overall portfolio holdings.
Number of Shares
8,821Holding current value
$257,132% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
187Shares Held
44.9MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$834 Million3.25% of portfolio
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Legacy Wealth Management, Inc6.97MShares$203 Million12.67% of portfolio
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Armstrong Advisory Group, Inc Needham, MA2.63MShares$76.8 Million5.98% of portfolio
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Warwick Investment Management, Inc.2.1MShares$61.2 Million27.6% of portfolio
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Waddell & Associates, LLC963KShares$28.1 Million6.53% of portfolio