D L Carlson Investment Group Inc Schwab Strategic Tr 1000 Index Transaction History

D L Carlson Investment Group Inc

  • $507 Million
  • Q1 2025

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 17,799 shares of SCHK stock, worth $543,225. This represents 0.09% of its overall portfolio holdings.

Number of Shares
17,799
Previous 17,745 0.3%
Holding current value
$543,225
Previous $502,000 4.58%
% of portfolio
0.09%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$26.53 - $29.63 $1,432 - $1,600
54 Added 0.3%
17,799 $479,000
Q4 2024

Feb 12, 2025
BUY
$27.45 - $55.56 $244,963 - $495,817
8,924 Added 101.17%
17,745 $502,000
Q3 2024

Nov 13, 2024
BUY
$49.82 - $55.29 $439,462 - $487,713
8,821 New
8,821 $487,000

Others Institutions Holding SCHK

# of Institutions
229
Shares Held
70M
Call Options Held
3.2K
Put Options Held
8K
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

SCHK Quotes by TradingView
  • Ticker SCHK
  • Sector ETFs
  • Industry ETFs
More about SCHK
Track This Portfolio

Track D L Carlson Investment Group Inc Portfolio

Follow D L Carlson Investment Group Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of D L Carlson Investment Group Inc, based on Form 13F filings with the SEC.

News

Stay updated on D L Carlson Investment Group Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email