Kelman Lazarov, Inc. Schwab Strategic Tr Intl Eqty Transaction History
Kelman Lazarov, Inc.
- $525 Million
- Q3 2024
A detailed history of Kelman Lazarov, Inc. transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 207,411 shares of SCHF stock, worth $4 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
207,411
Previous 207,638
0.11%
Holding current value
$4 Million
Previous $7.98 Million
6.91%
% of portfolio
1.63%
Previous 1.61%
Shares
27 transactions
Others Institutions Holding SCHF
# of Institutions
1,268Shares Held
773MCall Options Held
80.7KPut Options Held
8.3K-
Northwestern Mutual Wealth Management CO155MShares$2.98 Billion5.68% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO82.7MShares$1.6 Billion11.54% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$1.56 Billion6.84% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.38 Billion11.16% of portfolio
-
Wealthfront Advisers LLC50.6MShares$977 Million6.47% of portfolio