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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$44.66 - $45.99 $97,939 - $100,856
2,193 Added 23.28%
11,614 $529,000
Q1 2024

May 09, 2024
SELL
$45.44 - $46.67 $8,042 - $8,260
-177 Reduced 1.84%
9,421 $433,000
Q4 2023

Feb 01, 2024
SELL
$43.09 - $46.83 $41,668 - $45,284
-967 Reduced 9.15%
9,598 $447,000
Q3 2023

Oct 30, 2023
BUY
$44.14 - $46.33 $118,515 - $124,396
2,685 Added 34.07%
10,565 $467,000
Q2 2023

Aug 04, 2023
BUY
$45.86 - $47.33 $2,705 - $2,792
59 Added 0.75%
7,880 $363,000
Q1 2023

May 04, 2023
BUY
$45.33 - $47.44 $4,714 - $4,933
104 Added 1.35%
7,821 $366,000
Q4 2022

Feb 06, 2023
SELL
$44.04 - $47.03 $269,833 - $288,152
-6,127 Reduced 44.26%
7,717 $352,000
Q3 2022

Oct 24, 2022
BUY
$44.98 - $49.09 $133,365 - $145,551
2,965 Added 27.25%
13,844 $627,000
Q2 2022

Aug 08, 2022
SELL
$46.62 - $50.36 $182,470 - $197,109
-3,914 Reduced 26.46%
10,879 $521,000
Q4 2021

Feb 09, 2022
SELL
$53.63 - $54.52 $7,186 - $7,305
-134 Reduced 0.9%
14,793 $797,000
Q2 2021

Aug 10, 2021
BUY
$53.9 - $54.6 $473,942 - $480,097
8,793 Added 143.35%
14,927 $815,000
Q1 2021

May 07, 2021
BUY
$53.75 - $55.97 $120,023 - $124,981
2,233 Added 57.24%
6,134 $331,000
Q3 2020

Nov 12, 2020
SELL
$56.07 - $56.92 $7,961 - $8,082
-142 Reduced 3.51%
3,901 $219,000
Q2 2020

Jul 29, 2020
SELL
$54.35 - $56.24 $73,970 - $76,542
-1,361 Reduced 25.19%
4,043 $227,000
Q1 2020

Apr 27, 2020
SELL
$50.33 - $56.09 $134,884 - $150,321
-2,680 Reduced 33.15%
5,404 $293,000
Q4 2019

Jan 29, 2020
BUY
$53.21 - $54.14 $430,149 - $437,667
8,084 New
8,084 $432,000
Q4 2018

Feb 11, 2019
SELL
N/A
-22,944 Closed
0 $0
Q3 2018

Nov 14, 2018
SELL
N/A
-137,041 Reduced 85.66%
22,944 $1.15 Million
Q2 2018

Aug 03, 2018
SELL
N/A
-74,611 Reduced 31.8%
159,985 $8.1 Million
Q1 2018

May 08, 2018
BUY
N/A
49,250 Added 26.57%
234,596 $12 Million
Q4 2017

Jan 23, 2018
BUY
N/A
23,626 Added 14.61%
185,346 $9.65 Million
Q3 2017

Oct 05, 2017
BUY
N/A
161,720
161,720 $8.47 Million

Others Institutions Holding SCHZ

# of Institutions
628
Shares Held
110M
Call Options Held
100
Put Options Held
1.8K
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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