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

Kelman Lazarov, Inc.

$525 Million
Q3 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 7,651 shares of SCHA stock, worth $199,079. This represents 0.08% of its overall portfolio holdings.

Number of Shares

7,651

Previous 7,759 1.39%

Holding current value

$199,079

Previous $368,000 7.07%

% of portfolio

0.08%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$46.9 - $51.96 $5,065 - $5,611	-108 Reduced 1.39%	7,651 $394,000
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

1,147

Shares Held

147M

Call Options Held

55.6K

Put Options Held

7.8K

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