Kelman Lazarov, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Kelman Lazarov, Inc.

$494 Million
Q2 2024

A detailed history of Kelman Lazarov, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 13,773 shares of SCHM stock, worth $384,955. This represents 0.22% of its overall portfolio holdings.

Number of Shares

13,773

Previous 13,913 1.01%

Holding current value

$384,955

Previous $1.13 Million 5.39%

% of portfolio

0.22%

Previous 0.23%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$75.69 - $81.19 $10,596 - $11,366	-140 Reduced 1.01%	13,773 $1.07 Million
Q1 2024 May 09, 2024	BUY	$72.89 - $81.43 $75,878 - $84,768	1,041 Added 8.09%	13,913 $1.13 Million
Q4 2023 Feb 01, 2024	SELL	$63.01 - $75.95 $230,427 - $277,749	-3,657 Reduced 22.12%	12,872 $969,000
Q3 2023 Oct 30, 2023	SELL	$66.75 - $73.98 $35,511 - $39,357	-532 Reduced 3.12%	16,529 $1.12 Million
Q2 2023 Aug 04, 2023	BUY	$65.29 - $71.03 $97,935 - $106,545	1,500 Added 9.64%	17,061 $1.21 Million
Q1 2023 May 04, 2023	BUY	$64.24 - $73.9 $470,622 - $541,391	7,326 Added 88.96%	15,561 $1.06 Million
Q4 2022 Feb 06, 2023	BUY	$61.05 - $69.94 $179,792 - $205,973	2,945 Added 55.67%	8,235 $540,000
Q3 2022 Oct 24, 2022	SELL	$60.5 - $72.51 $154,517 - $185,190	-2,554 Reduced 32.56%	5,290 $320,000
Q2 2022 Aug 08, 2022	BUY	$60.91 - $76.4 $298,215 - $374,054	4,896 Added 166.08%	7,844 $492,000
Q2 2021 Aug 10, 2021	SELL	$74.64 - $79.12 $15,226 - $16,140	-204 Reduced 6.47%	2,948 $231,000
Q4 2020 Feb 08, 2021	BUY	$55.93 - $68.45 $176,291 - $215,754	3,152 New	3,152 $215,000

Others Institutions Holding SCHM

# of Institutions

927

Shares Held

95.7M

Call Options Held

6.2K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Kelman Lazarov, Inc. Schwab Strategic U.S. Mid Cap Transaction History