D L CARLSON INVESTMENT GROUP INC SCHB Holdings History
D L CARLSON INVESTMENT GROUP INC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, D L CARLSON INVESTMENT GROUP INC held 2.76 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $59.50 Mil. This investment constitutes 11.43% of their stock portfolio, and D L CARLSON INVESTMENT GROUP INC now holds 0.19% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2018Q4. And since then D L CARLSON INVESTMENT GROUP INC has made 24 purchases of SCHB, at an average price of $29.09, for a total of 2.77 Mil shares. In addition, there have been 2 sales at an average price of $35.94 for 3,587.00 shares. Based on historical transaction data and SCHB's current price of $24.07, D L CARLSON INVESTMENT GROUP INC's estimated gain on his SCHB holdings is $-13.86 Mil, reflecting a -17.21% gain to date.
D L CARLSON INVESTMENT GROUP INC SCHB ($24.07) Holding Chart
D L CARLSON INVESTMENT GROUP INC SCHB ($24.07) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
