Kelman Lazarov, Inc. Schwab Strategic Tr Us Large C Transaction History
Kelman Lazarov, Inc.
- $575 Million
- Q2 2025
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 1,867,657 shares of SCHG stock, worth $59.3 Million. This represents 9.49% of its overall portfolio holdings.
Number of Shares
1,867,657
Previous 1,827,134
2.22%
Holding current value
$59.3 Million
Previous $45.8 Million
19.24%
% of portfolio
9.49%
Previous 8.85%
Shares
32 transactions
Others Institutions Holding SCHG
# of Institutions
1,620Shares Held
815MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc55.2MShares$1.75 Billion0.5% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.45 Billion1.61% of portfolio
-
Mather Group, Llc. Chicago, IL42.2MShares$1.34 Billion13.71% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.21 Billion2.23% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1.04 Billion0.17% of portfolio