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%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$26.66 - $33.09 $383,637 - $476,165	14,390 Added 2.44%	603,420 $19.9 Million
Q1 2025 May 06, 2025	BUY	$28.11 - $32.0 $534,933 - $608,960	19,030 Added 3.34%	589,030 $18.1 Million
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

424

Shares Held

164M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL EMERGING MK

Ticker FNDE
Sector ETFs
Industry ETFs

More about FNDE

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 Emerging Mk Transaction History