D L Carlson Investment Group Inc Schwab Us Aggregate Bond ETF Transaction History

D L Carlson Investment Group Inc

  • $574 Million
  • Q3 2025

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 30,832 shares of SCHZ stock, worth $721,468. This represents 0.13% of its overall portfolio holdings.

Number of Shares
30,832
Previous 30,489 1.12%
Holding current value
$721,468
Previous $708,000 2.12%
% of portfolio
0.13%
Previous 0.13%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$22.9 - $23.58 $7,854 - $8,087
343 Added 1.12%
30,832 $723,000
Q2 2025

Aug 13, 2025
BUY
$22.68 - $23.28 $929 - $954
41 Added 0.13%
30,489 $708,000
Q1 2025

May 14, 2025
SELL
$22.46 - $23.26 $80,945 - $83,829
-3,604 Reduced 10.58%
30,448 $705,000
Q4 2024

Feb 12, 2025
BUY
$22.63 - $47.53 $379,233 - $796,507
16,758 Added 96.9%
34,052 $772,000
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
707
Shares Held
174M
Call Options Held
0
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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