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 1,046,726 shares of SCHX stock, worth $27.4 Million. This represents 4.45% of its overall portfolio holdings.
Number of Shares
1,046,726
Previous 26,319
3877.07%
Holding current value
$27.4 Million
Previous $581,000
4302.93%
% of portfolio
4.45%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,570Shares Held
1.13BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.4 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.13 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$941 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$891 Million29.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$863 Million9.79% of portfolio