Kelman Lazarov, Inc. Schwab Strategic Tr Us Large C Transaction History
Kelman Lazarov, Inc.
- $507 Million
- Q4 2024
A detailed history of Kelman Lazarov, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 15,011 shares of SCHV stock, worth $395,089. This represents 0.08% of its overall portfolio holdings.
Number of Shares
15,011
Previous 5,041
197.78%
Holding current value
$395,089
Previous $405,000
3.46%
% of portfolio
0.08%
Previous 0.08%
Shares
29 transactions
Others Institutions Holding SCHV
# of Institutions
883Shares Held
327MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.46 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.02 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$841 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$419 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$266 Million0.66% of portfolio