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 5,041 shares of SCHV stock, worth $131,519. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,041

Previous 4,729 6.6%

Holding current value

$131,519

Previous $350,000 15.71%

% of portfolio

0.08%

Previous 0.07%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$73.43 - $80.37 $22,910 - $25,075	312 Added 6.6%	5,041 $405,000
Q2 2024 Aug 12, 2024	SELL	$71.74 - $75.86 $46,989 - $49,688	-655 Reduced 12.17%	4,729 $350,000
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	$59.13 - $69.24 $23,592 - $27,626	-399 Reduced 4.57%	8,323 $549,000
Q3 2022 Oct 24, 2022	SELL	$58.51 - $69.02 $110,993 - $130,930	-1,897 Reduced 17.86%	8,722 $510,000
Q2 2022 Aug 08, 2022	SELL	$60.93 - $72.3 $465,748 - $552,661	-7,644 Reduced 41.86%	10,619 $663,000
Q1 2022 May 10, 2022	SELL	$67.71 - $74.19 $273,074 - $299,208	-4,033 Reduced 18.09%	18,263 $1.3 Million
Q4 2021 Feb 09, 2022	SELL	$67.9 - $73.3 $34,153 - $36,869	-503 Reduced 2.21%	22,296 $1.63 Million
Q3 2021 Nov 04, 2021	SELL	$66.91 - $71.05 $68,047 - $72,257	-1,017 Reduced 4.27%	22,799 $1.54 Million
Q2 2021 Aug 10, 2021	SELL	$65.81 - $69.75 $1.59 Million - $1.68 Million	-24,087 Reduced 50.28%	23,816 $1.63 Million
Q1 2021 May 07, 2021	SELL	$58.71 - $65.66 $125,991 - $140,906	-2,146 Reduced 4.29%	47,903 $3.13 Million
Q4 2020 Feb 08, 2021	SELL	$50.83 - $59.53 $108,013 - $126,501	-2,125 Reduced 4.07%	50,049 $2.98 Million
Q3 2020 Nov 12, 2020	SELL	$49.44 - $54.86 $89,436 - $99,241	-1,809 Reduced 3.35%	52,174 $2.72 Million
Q2 2020 Jul 29, 2020	SELL	$42.21 - $55.29 $1.85 Million - $2.42 Million	-43,750 Reduced 44.76%	53,983 $2.71 Million
Q1 2020 Apr 27, 2020	SELL	$38.4 - $61.03 $7.42 Million - $11.8 Million	-193,282 Reduced 66.42%	97,733 $4.33 Million
Q4 2019 Jan 29, 2020	SELL	$54.73 - $60.25 $9.57 Million - $10.5 Million	-174,908 Reduced 37.54%	291,015 $17.5 Million
Q3 2019 Oct 15, 2019	BUY	$56.56 - $57.5 $1.43 Million - $1.45 Million	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

# of Institutions

836

Shares Held

112M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

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