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 $56.8 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
$56.8 Million
Previous $45.8 Million
19.24%
% of portfolio
9.49%
Previous 8.85%
Shares
32 transactions
Others Institutions Holding SCHG
# of Institutions
1,577Shares Held
766MCall Options Held
298KPut Options Held
193K-
Envestnet Asset Management Inc55.2MShares$1.68 Billion0.5% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.29 Billion13.29% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.25 Billion1.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.16 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$748 Million0.25% of portfolio