Kelman Lazarov, Inc. Schwab Us Aggregate Bond ETF Transaction History
Kelman Lazarov, Inc.
- $494 Million
- Q2 2024
A detailed history of Kelman Lazarov, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 11,614 shares of SCHZ stock, worth $268,167. This represents 0.11% of its overall portfolio holdings.
Number of Shares
11,614
Previous 9,421
23.28%
Holding current value
$268,167
Previous $433,000
22.17%
% of portfolio
0.11%
Previous 0.09%
Shares
22 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
110MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$781 Million0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$130 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$78.5 Million5.0% of portfolio
-
Charles Schwab Trust CO2.9MShares$67 Million12.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$62 Million0.03% of portfolio