Kelman Lazarov, Inc. Schwab Us Aggregate Bond ETF Transaction History

Kelman Lazarov, Inc.

$517 Million
Q1 2025

A detailed history of Kelman Lazarov, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 26,776 shares of SCHZ stock, worth $614,776. This represents 0.12% of its overall portfolio holdings.

Number of Shares

26,776

Previous 25,123 6.58%

Holding current value

$614,776

Previous $570,000 8.77%

% of portfolio

0.12%

Previous 0.11%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$22.46 - $23.26 $37,126 - $38,448	1,653 Added 6.58%	26,776 $620,000
Q4 2024 Feb 13, 2025	BUY	$22.63 - $47.53 $281,517 - $591,273	12,440 Added 98.08%	25,123 $570,000
Q3 2024 Nov 08, 2024	BUY	$45.2 - $47.87 $48,318 - $51,173	1,069 Added 9.2%	12,683 $602,000
Q2 2024 Aug 12, 2024	BUY	$44.66 - $45.99 $97,939 - $100,856	2,193 Added 23.28%	11,614 $529,000
Q1 2024 May 09, 2024	SELL	$45.44 - $46.67 $8,042 - $8,260	-177 Reduced 1.84%	9,421 $433,000
Q4 2023 Feb 01, 2024	SELL	$43.09 - $46.83 $41,668 - $45,284	-967 Reduced 9.15%	9,598 $447,000
Q3 2023 Oct 30, 2023	BUY	$44.14 - $46.33 $118,515 - $124,396	2,685 Added 34.07%	10,565 $467,000
Q2 2023 Aug 04, 2023	BUY	$45.86 - $47.33 $2,705 - $2,792	59 Added 0.75%	7,880 $363,000
Q1 2023 May 04, 2023	BUY	$45.33 - $47.44 $4,714 - $4,933	104 Added 1.35%	7,821 $366,000
Q4 2022 Feb 06, 2023	SELL	$44.04 - $47.03 $269,833 - $288,152	-6,127 Reduced 44.26%	7,717 $352,000
Q3 2022 Oct 24, 2022	BUY	$44.98 - $49.09 $133,365 - $145,551	2,965 Added 27.25%	13,844 $627,000
Q2 2022 Aug 08, 2022	SELL	$46.62 - $50.36 $182,470 - $197,109	-3,914 Reduced 26.46%	10,879 $521,000
Q4 2021 Feb 09, 2022	SELL	$53.63 - $54.52 $7,186 - $7,305	-134 Reduced 0.9%	14,793 $797,000
Q2 2021 Aug 10, 2021	BUY	$53.9 - $54.6 $473,942 - $480,097	8,793 Added 143.35%	14,927 $815,000
Q1 2021 May 07, 2021	BUY	$53.75 - $55.97 $120,023 - $124,981	2,233 Added 57.24%	6,134 $331,000
Q3 2020 Nov 12, 2020	SELL	$56.07 - $56.92 $7,961 - $8,082	-142 Reduced 3.51%	3,901 $219,000
Q2 2020 Jul 29, 2020	SELL	$54.35 - $56.24 $73,970 - $76,542	-1,361 Reduced 25.19%	4,043 $227,000
Q1 2020 Apr 27, 2020	SELL	$50.33 - $56.09 $134,884 - $150,321	-2,680 Reduced 33.15%	5,404 $293,000
Q4 2019 Jan 29, 2020	BUY	$53.21 - $54.14 $430,149 - $437,667	8,084 New	8,084 $432,000
Q4 2018 Feb 11, 2019	SELL	N/A	-22,944 Closed	0 $0
Q3 2018 Nov 14, 2018	SELL	N/A	-137,041 Reduced 85.66%	22,944 $1.15 Million
Q2 2018 Aug 03, 2018	SELL	N/A	-74,611 Reduced 31.8%	159,985 $8.1 Million
Q1 2018 May 08, 2018	BUY	N/A	49,250 Added 26.57%	234,596 $12 Million
Q4 2017 Jan 23, 2018	BUY	N/A	23,626 Added 14.61%	185,346 $9.65 Million
Q3 2017 Oct 05, 2017	BUY	N/A	161,720	161,720 $8.47 Million

Others Institutions Holding SCHZ

# of Institutions

705

Shares Held

174M

Call Options Held

1.7K

Put Options Held

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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Kelman Lazarov, Inc. Schwab Us Aggregate Bond ETF Transaction History