D L Carlson Investment Group Inc Schwab Us Aggregate Bond ETF 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 Us Aggregate Bond ETF stock. As of the latest transaction made, D L Carlson Investment Group Inc holds 34,052 shares of SCHZ stock, worth $777,407. This represents 0.14% of its overall portfolio holdings.
Number of Shares
34,052
Previous 17,294
96.9%
Holding current value
$777,407
Previous $821,000
5.97%
% of portfolio
0.14%
Previous 0.15%
Shares
7 transactions
Others Institutions Holding SCHZ
# of Institutions
690Shares Held
168MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$268 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$197 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$143 Million18.24% of portfolio
-
Charles Schwab Trust CO5.41MShares$124 Million10.66% of portfolio