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

Kelman Lazarov, Inc.

$494 Million
Q2 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 7,759 shares of SCHA stock, worth $213,294. This represents 0.07% of its overall portfolio holdings.

Number of Shares

7,759

Previous 8,010 3.13%

Holding current value

$213,294

Previous $394,000 6.6%

% of portfolio

0.07%

Previous 0.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$45.24 - $49.04 $11,355 - $12,309	-251 Reduced 3.13%	7,759 $368,000
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

1,135

Shares Held

233M

Call Options Held

44.7K

Put Options Held

32.4K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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