Kelman Lazarov, Inc. Schwab Fundamental Emerging Mk Transaction History

Kelman Lazarov, Inc.

$507 Million
Q4 2024

A detailed history of Kelman Lazarov, Inc. transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 570,000 shares of FNDE stock, worth $17.3 Million. This represents 3.27% of its overall portfolio holdings.

Number of Shares

570,000

Previous 582,924 2.22%

Holding current value

$17.3 Million

Previous $18.8 Million 11.97%

% of portfolio

3.27%

Previous 3.58%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$28.89 - $33.95 $373,374 - $438,769	-12,924 Reduced 2.22%	570,000 $16.6 Million
Q3 2024 Nov 08, 2024	BUY	$28.02 - $32.68 $234,219 - $273,172	8,359 Added 1.45%	582,924 $18.8 Million
Q2 2024 Aug 12, 2024	BUY	$27.2 - $30.7 $124,712 - $140,759	4,585 Added 0.8%	574,565 $17 Million
Q1 2024 May 09, 2024	BUY	$25.58 - $27.83 $838,000 - $911,710	32,760 Added 6.1%	569,980 $15.8 Million
Q4 2023 Feb 01, 2024	BUY	$25.33 - $27.18 $328,530 - $352,524	12,970 Added 2.47%	537,220 $14.6 Million
Q3 2023 Oct 30, 2023	SELL	$26.05 - $28.35 $84,870 - $92,364	-3,258 Reduced 0.62%	524,250 $13.7 Million
Q2 2023 Aug 04, 2023	BUY	$25.72 - $27.75 $748,812 - $807,913	29,114 Added 5.84%	527,508 $14.1 Million
Q1 2023 May 04, 2023	BUY	$24.92 - $27.41 $76,180 - $83,792	3,057 Added 0.62%	498,394 $13 Million
Q4 2022 Feb 06, 2023	SELL	$23.19 - $26.37 $638,351 - $725,886	-27,527 Reduced 5.26%	495,337 $12.3 Million
Q3 2022 Oct 24, 2022	BUY	$23.43 - $26.69 $401,215 - $457,039	17,124 Added 3.39%	522,864 $12.3 Million
Q2 2022 Aug 08, 2022	BUY	$25.56 - $29.71 $1.11 Million - $1.3 Million	43,595 Added 9.43%	505,740 $13.1 Million
Q1 2022 May 10, 2022	BUY	$26.69 - $33.2 $434,593 - $540,595	16,283 Added 3.65%	462,145 $13.4 Million
Q4 2021 Feb 09, 2022	BUY	$30.22 - $33.49 $860,212 - $953,292	28,465 Added 6.82%	445,862 $13.8 Million
Q3 2021 Nov 04, 2021	BUY	$30.86 - $32.92 $643,554 - $686,513	20,854 Added 5.26%	417,397 $13.5 Million
Q2 2021 Aug 10, 2021	BUY	$30.51 - $33.34 $310,652 - $339,467	10,182 Added 2.64%	396,543 $12.8 Million
Q1 2021 May 07, 2021	BUY	$28.31 - $31.2 $140,502 - $154,845	4,963 Added 1.3%	386,361 $11.9 Million
Q4 2020 Feb 08, 2021	BUY	$23.48 - $28.35 $16,013 - $19,334	682 Added 0.18%	381,398 $10.8 Million
Q3 2020 Nov 12, 2020	SELL	$23.37 - $25.29 $77,845 - $84,240	-3,331 Reduced 0.87%	380,716 $9.03 Million
Q2 2020 Jul 29, 2020	BUY	$19.93 - $24.85 $1.71 Million - $2.13 Million	85,604 Added 28.68%	384,047 $8.99 Million
Q1 2020 Apr 27, 2020	BUY	$18.64 - $30.37 $3.58 Million - $5.84 Million	192,319 Added 181.22%	298,443 $6.14 Million
Q4 2019 Jan 29, 2020	BUY	$27.01 - $29.91 $2.43 Million - $2.69 Million	90,064 Added 560.8%	106,124 $3.17 Million
Q3 2019 Oct 15, 2019	BUY	$27.31 - $28.2 $438,598 - $452,892	16,060 New	16,060 $440,000

Others Institutions Holding FNDE

# of Institutions

373

Shares Held

164M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL EMERGING MK

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Kelman Lazarov, Inc. Schwab Fundamental Emerging Mk Transaction History