Kelman Lazarov, Inc. Schwab Strategic Tr Us Small C Transaction History

Kelman Lazarov, Inc.

  • $483 Million
  • Q1 2024

A detailed history of Kelman Lazarov, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 8,010 shares of SCHA stock, worth $399,859. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,010
Previous 7,657 4.61%
Holding current value
$399,859
Previous $361,000 9.14%
% of portfolio
0.08%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$44.84 - $49.24 $15,828 - $17,381
353 Added 4.61%
8,010 $394,000
Q4 2023

Feb 01, 2024
SELL
$38.13 - $48.02 $7,549 - $9,507
-198 Reduced 2.52%
7,657 $361,000
Q3 2023

Oct 30, 2023
SELL
$40.85 - $46.1 $19,240 - $21,713
-471 Reduced 5.66%
7,855 $325,000
Q2 2023

Aug 04, 2023
BUY
$39.91 - $43.82 $132,820 - $145,832
3,328 Added 66.59%
8,326 $364,000
Q1 2023

May 04, 2023
BUY
$39.82 - $46.36 $199,020 - $231,707
4,998 New
4,998 $209,000

Others Institutions Holding SCHA

# of Institutions
1,110
Shares Held
226M
Call Options Held
56K
Put Options Held
18.6K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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