Kelman Lazarov, Inc. Schwab Fundamental Emerging Mk Transaction History
Kelman Lazarov, Inc.
- $575 Million
- Q2 2025
A detailed history of Kelman Lazarov, Inc. transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 603,420 shares of FNDE stock, worth $21.8 Million. This represents 3.47% of its overall portfolio holdings.
Number of Shares
603,420
Previous 589,030
2.44%
Holding current value
$21.8 Million
Previous $18.1 Million
9.79%
% of portfolio
3.47%
Previous 3.51%
Shares
24 transactions
Others Institutions Holding FNDE
# of Institutions
424Shares Held
164MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA120MShares$4.35 Billion0.71% of portfolio
-
Morgan Stanley New York, NY2.5MShares$90.3 Million0.01% of portfolio
-
Victory Capital Management Inc2.24MShares$80.9 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC2.22MShares$80.2 Million0.01% of portfolio
-
Bogart Wealth, LLC1.78MShares$64.4 Million2.53% of portfolio