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

Kelman Lazarov, Inc.

  • $483 Million
  • Q1 2024

A detailed history of Kelman Lazarov, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 501,533 shares of SCHG stock, worth $50.4 Million. This represents 9.62% of its overall portfolio holdings.

Number of Shares
501,533
Previous 506,846 1.05%
Holding current value
$50.4 Million
Previous $42 Million 10.6%
% of portfolio
9.62%
Previous 9.25%

Shares

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

May 09, 2024
SELL
$80.6 - $93.32 $428,227 - $495,809
-5,313 Reduced 1.05%
501,533 $46.5 Million
Q4 2023

Feb 01, 2024
SELL
$70.08 - $83.37 $756,373 - $899,812
-10,793 Reduced 2.09%
506,846 $42 Million
Q3 2023

Oct 30, 2023
SELL
$71.99 - $78.02 $939,685 - $1.02 Million
-13,053 Reduced 2.46%
517,639 $37.6 Million
Q2 2023

Aug 04, 2023
SELL
$63.6 - $74.95 $1.12 Million - $1.32 Million
-17,630 Reduced 3.22%
530,692 $39.8 Million
Q1 2023

May 04, 2023
BUY
$54.19 - $65.17 $390,980 - $470,201
7,215 Added 1.33%
548,322 $35.7 Million
Q4 2022

Feb 06, 2023
BUY
$54.31 - $60.76 $1.06 Million - $1.19 Million
19,584 Added 3.76%
541,107 $30.1 Million
Q3 2022

Oct 24, 2022
BUY
N/A
5,959 Added 1.16%
521,523 $29.1 Million
Q2 2022

Aug 08, 2022
BUY
N/A
28,098 Added 5.76%
515,564 $29.9 Million
Q1 2022

May 10, 2022
BUY
N/A
247,381 Added 103.04%
487,466 $36.5 Million
Q4 2021

Feb 09, 2022
BUY
N/A
653 Added 0.27%
240,085 $39.3 Million
Q3 2021

Nov 04, 2021
BUY
N/A
411 Added 0.17%
239,432 $35.5 Million
Q2 2021

Aug 10, 2021
SELL
N/A
-13,724 Reduced 5.43%
239,021 $34.9 Million
Q1 2021

May 07, 2021
BUY
N/A
1,246 Added 0.5%
252,745 $32.8 Million
Q4 2020

Feb 08, 2021
SELL
N/A
-2,673 Reduced 1.05%
251,499 $32.3 Million
Q3 2020

Nov 12, 2020
SELL
N/A
-5,105 Reduced 1.97%
254,172 $29.3 Million
Q2 2020

Jul 29, 2020
BUY
N/A
790 Added 0.31%
259,277 $26.3 Million
Q1 2020

Apr 27, 2020
BUY
N/A
53,086 Added 25.85%
258,487 $20.6 Million
Q4 2019

Jan 29, 2020
BUY
N/A
19,424 Added 10.44%
205,401 $19.1 Million
Q3 2019

Oct 15, 2019
BUY
N/A
15,423 Added 9.04%
185,977 $15.6 Million
Q2 2019

Jul 22, 2019
BUY
N/A
17,907 Added 11.73%
170,554 $14.2 Million
Q1 2019

May 08, 2019
BUY
N/A
33,017 Added 27.6%
152,647 $12.1 Million
Q4 2018

Feb 11, 2019
BUY
N/A
36,484 Added 43.88%
119,630 $8.25 Million
Q3 2018

Nov 14, 2018
BUY
N/A
8,236 Added 10.99%
83,146 $6.82 Million
Q2 2018

Aug 03, 2018
BUY
N/A
19,777 Added 35.87%
74,910 $5.68 Million
Q1 2018

May 08, 2018
BUY
N/A
8,624 Added 18.54%
55,133 $3.95 Million
Q4 2017

Jan 23, 2018
BUY
N/A
1,225 Added 2.71%
46,509 $3.29 Million
Q3 2017

Oct 05, 2017
BUY
N/A
45,284
45,284 $2.99 Million

Others Institutions Holding SCHG

# of Institutions
1,193
Shares Held
165M
Call Options Held
148K
Put Options Held
24.3K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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