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%
Shares
11 transactions
Others Institutions Holding SCHM
# of Institutions
927Shares Held
95.7MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$593 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$275 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$88.8 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$63.8 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$62.3 Million2.77% of portfolio