Kelman Lazarov, Inc. Schwab Fundamental U S Large C Transaction History

Kelman Lazarov, Inc.

$507 Million
Q4 2024

A detailed history of Kelman Lazarov, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 2,289,225 shares of FNDX stock, worth $56.2 Million. This represents 10.7% of its overall portfolio holdings.

Number of Shares

2,289,225

Previous 809,774 182.7%

Holding current value

$56.2 Million

Previous $58.1 Million 6.71%

% of portfolio

10.7%

Previous 11.07%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$23.49 - $71.77 $34.8 Million - $106 Million	1,479,451 Added 182.7%	2,289,225 $54.2 Million
Q3 2024 Nov 08, 2024	BUY	$65.36 - $71.76 $609,220 - $668,874	9,321 Added 1.16%	809,774 $58.1 Million
Q2 2024 Aug 12, 2024	SELL	$63.87 - $67.55 $8,622 - $9,119	-135 Reduced 0.02%	800,453 $53.6 Million
Q1 2024 May 09, 2024	BUY	$60.89 - $67.39 $433,658 - $479,951	7,122 Added 0.9%	800,588 $54 Million
Q4 2023 Feb 01, 2024	SELL	$53.46 - $62.11 $38,544 - $44,781	-721 Reduced 0.09%	793,466 $49.1 Million
Q3 2023 Oct 30, 2023	BUY	$55.81 - $59.78 $908,196 - $972,799	16,273 Added 2.09%	794,187 $44.5 Million
Q2 2023 Aug 04, 2023	BUY	$53.84 - $57.58 $1.18 Million - $1.26 Million	21,940 Added 2.9%	777,914 $44.8 Million
Q1 2023 May 04, 2023	BUY	$52.49 - $57.54 $247,595 - $271,416	4,717 Added 0.63%	755,974 $41.5 Million
Q4 2022 Feb 06, 2023	BUY	$48.43 - $56.6 $284,574 - $332,581	5,876 Added 0.79%	751,257 $40.1 Million
Q3 2022 Oct 24, 2022	BUY	$47.76 - $56.79 $276,148 - $328,359	5,782 Added 0.78%	745,381 $35.6 Million
Q2 2022 Aug 08, 2022	SELL	$49.93 - $59.29 $2.35 Million - $2.79 Million	-47,085 Reduced 5.99%	739,599 $37.6 Million
Q1 2022 May 10, 2022	BUY	$55.41 - $59.9 $212,552 - $229,776	3,836 Added 0.49%	786,684 $46 Million
Q4 2021 Feb 09, 2022	BUY	$54.44 - $58.74 $553,927 - $597,679	10,175 Added 1.32%	782,848 $45.9 Million
Q3 2021 Nov 04, 2021	SELL	$52.82 - $56.3 $41,463 - $44,195	-785 Reduced 0.1%	772,673 $41.7 Million
Q2 2021 Aug 10, 2021	SELL	$52.09 - $56.08 $6.52 Million - $7.02 Million	-125,228 Reduced 13.93%	773,458 $42.3 Million
Q1 2021 May 07, 2021	BUY	$44.75 - $52.45 $220,572 - $258,526	4,929 Added 0.55%	898,686 $46.4 Million
Q4 2020 Feb 08, 2021	BUY	$37.99 - $45.31 $160,621 - $191,570	4,228 Added 0.48%	893,757 $40.5 Million
Q3 2020 Nov 12, 2020	SELL	$36.46 - $41.42 $510,330 - $579,755	-13,997 Reduced 1.55%	889,529 $34.5 Million
Q2 2020 Jul 29, 2020	BUY	$29.92 - $40.24 $1.92 Million - $2.58 Million	64,208 Added 7.65%	903,526 $33.3 Million
Q1 2020 Apr 27, 2020	BUY	$27.15 - $43.59 $11.4 Million - $18.4 Million	421,367 Added 100.82%	839,318 $26.3 Million
Q4 2019 Jan 29, 2020	BUY	$38.15 - $42.78 $7.49 Million - $8.4 Million	196,289 Added 88.55%	417,951 $17.8 Million
Q3 2019 Oct 15, 2019	BUY	$39.35 - $40.14 $182,859 - $186,530	4,647 Added 2.14%	221,662 $8.77 Million
Q2 2019 Jul 22, 2019	SELL	N/A	-13,537 Reduced 5.87%	217,015 $8.49 Million
Q1 2019 May 08, 2019	SELL	N/A	-10,659 Reduced 4.42%	230,552 $8.75 Million
Q4 2018 Feb 11, 2019	SELL	N/A	-16,837 Reduced 6.52%	241,211 $8.2 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-11,613 Reduced 4.31%	258,048 $10.2 Million
Q2 2018 Aug 03, 2018	BUY	N/A	31,654 Added 13.3%	269,661 $10.1 Million
Q1 2018 May 08, 2018	BUY	N/A	5,604 Added 2.41%	238,007 $8.65 Million
Q4 2017 Jan 23, 2018	BUY	N/A	20,250 Added 9.54%	232,403 $8.71 Million
Q3 2017 Oct 05, 2017	BUY	N/A	212,153	212,153 $7.46 Million

Others Institutions Holding FNDX

# of Institutions

658

Shares Held

578M

Call Options Held

Put Options Held

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Kelman Lazarov, Inc. Schwab Fundamental U S Large C Transaction History