Schwab Strategic Tr us aggregate b shares owned by D L Carlson Investment Group
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by D L Carlson Investment Group
from 13F filings
Historical chart of D L Carlson Investment Group investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by D L Carlson Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $724k | 31k | 23.47 |
| 2025-06-30 | $709k | 31k | 23.24 |
| 2025-03-31 | $705k | 30k | 23.16 |
| 2024-12-31 | $773k | 34k | 22.70 |
| 2024-09-30 | $822k | 17k | 47.52 |
| 2024-06-30 | $783k | 17k | 45.58 |
| 2024-03-31 | $1.1M | 23k | 46.00 |
| 2023-12-31 | $1.1M | 25k | 45.77 |
| 2023-09-30 | $1.3M | 29k | 44.23 |
| 2023-06-30 | $1.4M | 30k | 46.16 |
| 2016-12-31 | $1.8M | 34k | 51.49 |
| 2016-09-30 | $1.1M | 21k | 53.67 |
| 2016-06-30 | $374k | 7.0k | 53.69 |
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