D L Carlson Investment Group Inc Schwab Us Aggregate Bond ETF 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 Us Aggregate Bond ETF stock. As of the latest transaction made, D L Carlson Investment Group Inc holds 17,294 shares of SCHZ stock, worth $397,243. This represents 0.15% of its overall portfolio holdings.

Number of Shares
17,294
Previous 17,172 0.71%
Holding current value
$397,243
Previous $782,000 4.99%
% of portfolio
0.15%
Previous 0.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$45.2 - $47.87 $5,514 - $5,840
122 Added 0.71%
17,294 $821,000
Q2 2024

Aug 14, 2024
SELL
$44.66 - $45.99 $263,494 - $271,341
-5,900 Reduced 25.57%
17,172 $782,000
Q1 2024

May 14, 2024
SELL
$45.44 - $46.67 $64,752 - $66,504
-1,425 Reduced 5.82%
23,072 $1.06 Million
Q4 2023

Feb 16, 2024
SELL
$43.09 - $46.83 $191,491 - $208,112
-4,444 Reduced 15.36%
24,497 $1.14 Million
Q3 2023

Nov 02, 2023
SELL
$44.14 - $46.33 $23,041 - $24,184
-522 Reduced 1.77%
28,941 $1.28 Million
Q2 2023

Aug 09, 2023
BUY
$45.86 - $47.33 $1.35 Million - $1.39 Million
29,463 New
29,463 $1.36 Million

Others Institutions Holding SCHZ

# of Institutions
627
Shares Held
81.7M
Call Options Held
100
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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