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 5,384 shares of SCHV stock, worth $398,200. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,384
Previous 6,002 10.3%
Holding current value
$398,200
Previous $420,000 2.62%
% of portfolio
0.08%
Previous 0.09%

Shares

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

May 09, 2024

SELL
$68.82 - $75.98 $42,530 - $46,955
-618 Reduced 10.3%
5,384 $409,000
Q3 2023

Oct 30, 2023

SELL
$64.45 - $69.39 $91,132 - $98,117
-1,414 Reduced 19.07%
6,002 $386,000
Q2 2023

Aug 04, 2023

SELL
$63.33 - $67.21 $29,638 - $31,454
-468 Reduced 5.94%
7,416 $497,000
Q1 2023

May 04, 2023

SELL
$62.59 - $69.3 $27,477 - $30,422
-439 Reduced 5.27%
7,884 $517,000
Q4 2022

Feb 06, 2023

SELL
$64.27 - $69.24 $25,643 - $27,626
-399 Reduced 4.57%
8,323 $549,000
Q3 2022

Oct 24, 2022

SELL
N/A
-1,897 Reduced 17.86%
8,722 $510,000
Q2 2022

Aug 08, 2022

SELL
N/A
-7,644 Reduced 41.86%
10,619 $663,000
Q1 2022

May 10, 2022

SELL
N/A
-4,033 Reduced 18.09%
18,263 $1.3 Million
Q4 2021

Feb 09, 2022

SELL
N/A
-503 Reduced 2.21%
22,296 $1.63 Million
Q3 2021

Nov 04, 2021

SELL
N/A
-1,017 Reduced 4.27%
22,799 $1.54 Million
Q2 2021

Aug 10, 2021

SELL
N/A
-24,087 Reduced 50.28%
23,816 $1.63 Million
Q1 2021

May 07, 2021

SELL
N/A
-2,146 Reduced 4.29%
47,903 $3.13 Million
Q4 2020

Feb 08, 2021

SELL
N/A
-2,125 Reduced 4.07%
50,049 $2.98 Million
Q3 2020

Nov 12, 2020

SELL
N/A
-1,809 Reduced 3.35%
52,174 $2.72 Million
Q2 2020

Jul 29, 2020

SELL
N/A
-43,750 Reduced 44.76%
53,983 $2.71 Million
Q1 2020

Apr 27, 2020

SELL
N/A
-193,282 Reduced 66.42%
97,733 $4.33 Million
Q4 2019

Jan 29, 2020

SELL
N/A
-174,908 Reduced 37.54%
291,015 $17.5 Million
Q3 2019

Oct 15, 2019

BUY
N/A
25,252 Added 5.73%
465,923 $26.4 Million
Q2 2019

Jul 22, 2019

BUY
N/A
54,941 Added 14.24%
440,671 $24.7 Million
Q1 2019

May 08, 2019

BUY
N/A
102,077 Added 35.99%
385,730 $21.1 Million
Q4 2018

Feb 11, 2019

BUY
N/A
91,275 Added 47.45%
283,653 $14 Million
Q3 2018

Nov 14, 2018

BUY
N/A
44,585 Added 30.17%
192,378 $10.8 Million
Q2 2018

Aug 03, 2018

BUY
N/A
87,857 Added 146.58%
147,793 $7.85 Million
Q1 2018

May 08, 2018

BUY
N/A
16,114 Added 36.77%
59,936 $3.17 Million
Q4 2017

Jan 23, 2018

BUY
N/A
1,661 Added 3.94%
43,822 $2.4 Million
Q3 2017

Oct 05, 2017

BUY
N/A
42,161
42,161 $2.19 Million

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
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More about SCHV
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