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

Kelman Lazarov, Inc.

$525 Million
Q3 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 490,976 shares of SCHG stock, worth $13.5 Million. This represents 9.75% of its overall portfolio holdings.

Number of Shares

490,976

Previous 483,724 1.5%

Holding current value

$13.5 Million

Previous $48.8 Million 4.86%

% of portfolio

9.75%

Previous 9.87%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$92.63 - $105.69 $671,752 - $766,463	7,252 Added 1.5%	490,976 $51.1 Million
Q2 2024 Aug 12, 2024	SELL	$87.04 - $101.61 $1.55 Million - $1.81 Million	-17,809 Reduced 3.55%	483,724 $48.8 Million
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	$55.81 - $69.25 $332,571 - $412,660	5,959 Added 1.16%	521,523 $29.1 Million
Q2 2022 Aug 08, 2022	BUY	$55.73 - $76.55 $1.57 Million - $2.15 Million	28,098 Added 5.76%	515,564 $29.9 Million
Q1 2022 May 10, 2022	BUY	$65.63 - $82.62 $16.2 Million - $20.4 Million	247,381 Added 103.04%	487,466 $36.5 Million
Q4 2021 Feb 09, 2022	BUY	$73.11 - $83.4 $47,740 - $54,460	653 Added 0.27%	240,085 $39.3 Million
Q3 2021 Nov 04, 2021	BUY	$73.24 - $78.94 $30,101 - $32,444	411 Added 0.17%	239,432 $35.5 Million
Q2 2021 Aug 10, 2021	SELL	$65.3 - $73.24 $896,177 - $1.01 Million	-13,724 Reduced 5.43%	239,021 $34.9 Million
Q1 2021 May 07, 2021	BUY	$61.41 - $68.35 $76,516 - $85,164	1,246 Added 0.5%	252,745 $32.8 Million
Q4 2020 Feb 08, 2021	SELL	$55.95 - $64.38 $149,554 - $172,087	-2,673 Reduced 1.05%	251,499 $32.3 Million
Q3 2020 Nov 12, 2020	SELL	$51.42 - $61.56 $262,499 - $314,263	-5,105 Reduced 1.97%	254,172 $29.3 Million
Q2 2020 Jul 29, 2020	BUY	$37.99 - $51.32 $30,012 - $40,542	790 Added 0.31%	259,277 $26.3 Million
Q1 2020 Apr 27, 2020	BUY	$34.6 - $51.17 $1.84 Million - $2.72 Million	53,086 Added 25.85%	258,487 $20.6 Million
Q4 2019 Jan 29, 2020	BUY	$40.97 - $46.72 $795,801 - $907,489	19,424 Added 10.44%	205,401 $19.1 Million
Q3 2019 Oct 15, 2019	BUY	$41.7 - $42.86 $643,139 - $661,029	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

1,310

Shares Held

181M

Call Options Held

140K

Put Options Held

91.5K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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