Kelman Lazarov, Inc. Schwab Fundamental U S Small C Transaction History

Kelman Lazarov, Inc.

$507 Million
Q4 2024

A detailed history of Kelman Lazarov, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 67,026 shares of FNDA stock, worth $1.85 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

67,026

Previous 33,193 101.93%

Holding current value

$1.85 Million

Previous $1.98 Million 0.66%

% of portfolio

0.39%

Previous 0.38%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$29.26 - $59.11 $989,953 - $2 Million	33,833 Added 101.93%	67,026 $1.99 Million
Q3 2024 Nov 08, 2024	SELL	$54.26 - $60.01 $6,999 - $7,741	-129 Reduced 0.39%	33,193 $1.98 Million
Q2 2024 Aug 12, 2024	BUY	$52.82 - $57.21 $73,314 - $79,407	1,388 Added 4.35%	33,322 $1.83 Million
Q1 2024 May 09, 2024	SELL	$52.35 - $57.03 $16,647 - $18,135	-318 Reduced 0.99%	31,934 $1.82 Million
Q4 2023 Feb 01, 2024	BUY	$44.98 - $56.11 $108,761 - $135,673	2,418 Added 8.1%	32,252 $1.79 Million
Q2 2023 Aug 04, 2023	SELL	$46.06 - $50.45 $13,587 - $14,882	-295 Reduced 0.98%	29,834 $1.51 Million
Q1 2023 May 04, 2023	SELL	$46.21 - $53.63 $2,449 - $2,842	-53 Reduced 0.18%	30,129 $1.47 Million
Q4 2022 Feb 06, 2023	SELL	$43.53 - $50.11 $65,338 - $75,215	-1,501 Reduced 4.74%	30,182 $1.41 Million
Q2 2022 Aug 08, 2022	SELL	$44.28 - $53.81 $44,368 - $53,917	-1,002 Reduced 3.07%	31,683 $1.43 Million
Q4 2021 Feb 09, 2022	SELL	$52.31 - $57.77 $17,105 - $18,890	-327 Reduced 0.99%	32,685 $1.82 Million
Q3 2021 Nov 04, 2021	SELL	$50.41 - $54.9 $264,652 - $288,225	-5,250 Reduced 13.72%	33,012 $1.74 Million
Q2 2021 Aug 10, 2021	SELL	$50.53 - $56.06 $470,484 - $521,974	-9,311 Reduced 19.57%	38,262 $2.08 Million
Q1 2021 May 07, 2021	SELL	$42.36 - $53.44 $6,438 - $8,122	-152 Reduced 0.32%	47,573 $2.41 Million
Q4 2020 Feb 08, 2021	SELL	$33.5 - $43.02 $18,123 - $23,273	-541 Reduced 1.12%	47,725 $2.05 Million
Q3 2020 Nov 12, 2020	SELL	$30.58 - $35.51 $36,237 - $42,079	-1,185 Reduced 2.4%	48,266 $1.6 Million
Q2 2020 Jul 29, 2020	BUY	$23.69 - $35.9 $26,461 - $40,100	1,117 Added 2.31%	49,451 $1.57 Million
Q1 2020 Apr 27, 2020	BUY	$22.56 - $40.75 $944,790 - $1.71 Million	41,879 Added 648.78%	48,334 $1.25 Million
Q4 2019 Jan 29, 2020	SELL	$36.37 - $40.34 $839,019 - $930,603	-23,069 Reduced 78.14%	6,455 $260,000
Q3 2019 Oct 15, 2019	BUY	$37.63 - $38.85 $40,790 - $42,113	1,084 Added 3.81%	29,524 $1.12 Million
Q2 2019 Jul 22, 2019	BUY	N/A	838 Added 3.04%	28,440 $1.07 Million
Q1 2019 May 08, 2019	BUY	N/A	1,263 Added 4.8%	27,602 $1.03 Million
Q4 2018 Feb 11, 2019	BUY	N/A	26,339 New	26,339 $865,000

Others Institutions Holding FNDA

# of Institutions

472

Shares Held

245M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
Sector ETFs
Industry ETFs

More about FNDA

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 Fundamental U S Small C Transaction History