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D L CARLSON INVESTMENT GROUP INC: SCHZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D L CARLSON INVESTMENT GROUP INC on SCHZ, newest first. How the timeline and the estimate are built.

D L CARLSON INVESTMENT GROUP INC held 27,627 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,627 shares
    Change vs previous 13F -4,012 shares

    0.1% of the 13F portfolio, value $639,024.

    13F-HR 0001021117-26-000003 filed by D L CARLSON INVESTMENT GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 31,639 shares
    Change vs previous 13F +135 shares

    0.13% of the 13F portfolio, value $734,662.

    13F-HR 0001021117-26-000002 filed by D L CARLSON INVESTMENT GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 31,504 shares
    Change vs previous 13F +672 shares

    0.12% of the 13F portfolio, value $736,246.

    13F-HR 0001021117-26-000001 filed by D L CARLSON INVESTMENT GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 30,832 shares
    Change vs previous 13F +343 shares

    0.12% of the 13F portfolio, value $723,623.

    13F-HR 0001021117-25-000005 filed by D L CARLSON INVESTMENT GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 30,489 shares
    Change vs previous 13F +41 shares

    0.13% of the 13F portfolio, value $708,557.

    13F-HR 0001021117-25-000003 filed by D L CARLSON INVESTMENT GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 30,448 shares
    Change vs previous 13F -3,604 shares

    0.14% of the 13F portfolio, value $705,166.

    13F-HR 0001021117-25-000002 filed by D L CARLSON INVESTMENT GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 34,052 shares
    Change vs previous 13F +16,758 shares

    0.14% of the 13F portfolio, value $772,978.

    13F-HR 0001021117-25-000001 filed by D L CARLSON INVESTMENT GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 17,294 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $821,794.

    13F-HR 0001021117-24-000004 filed by D L CARLSON INVESTMENT GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).