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

Kelman Lazarov, Inc.

$525 Million
Q3 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 13,404 shares of SCHM stock, worth $376,518. This represents 0.21% of its overall portfolio holdings.

Number of Shares

13,404

Previous 13,773 2.68%

Holding current value

$376,518

Previous $1.07 Million 3.92%

% of portfolio

0.21%

Previous 0.22%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$75.47 - $83.18 $27,848 - $30,693	-369 Reduced 2.68%	13,404 $1.11 Million
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

950

Shares Held

108M

Call Options Held

8.1K

Put Options Held

3.6K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kelman Lazarov, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kelman Lazarov, Inc. with notifications on news.

Account

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