D L CARLSON INVESTMENT GROUP INC

Position in SCHW — Schwab Charles Corp

CIK 1021117 CONCORD, NH

Position in SCHW

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,079,282

-$1,976,007 QoQ

Shares Held

11,697

-64.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,178

of 2,304 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 33% Shared 0% None 67%

Financial Services · as of Jun 30, 2026

D L CARLSON INVESTMENT GROUP INC holds $8,450,781 across 4 Capital Markets names. SCHW ranks #4 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	16,219	$3,390,419
2	GS	Goldman Sachs Group Inc	2,446	$2,473,811
3	LPLA	LPL Financial Holdings Inc.	5,351	$1,507,269
4	SCHW	Schwab Charles Corp This page	11,697	$1,079,282

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,079,282	11,697	-64.0%	Shares	Sole	2026-08-11
2026-03-31	$3,055,289	32,510	+1.0%	Shares	Sole	2026-05-13
2025-12-31	$3,215,803	32,187	+0.0%	Shares	Sole	2026-02-17
2025-09-30	$3,071,460	32,172	-20.3%	Shares	Sole	2025-11-14
2025-06-30	$3,683,358	40,370	+11.9%	Shares	Sole	2025-08-13
2025-03-31	$2,823,089	36,064	-0.9%	Shares	Sole	2025-05-14
2024-12-31	$2,692,927	36,386	-0.5%	Shares	Sole	2025-02-12
2024-09-30	$2,370,555	36,577	-22.9%	Shares	Sole	2024-11-13
2024-06-30	$3,495,043	47,429	+0.3%	Shares	Sole	2024-08-14
2024-03-31	$3,419,656	47,272	-2.1%	Shares	Sole	2024-05-14
2023-12-31	$3,322,902	48,298	+18.2%	Shares	Sole	2024-02-16
2020-03-31	$1,374,217	40,875	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.