Kelman Lazarov, Inc. Schwab Us Aggregate Bond ETF Transaction History
Kelman Lazarov, Inc.
- $483 Million
- Q1 2024
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 9,421 shares of SCHZ stock, worth $433,554. This represents 0.09% of its overall portfolio holdings.
Number of Shares
9,421
Previous 9,598
1.84%
Holding current value
$433,554
Previous $447,000
3.13%
% of portfolio
0.09%
Previous 0.1%
Shares
21 transactions
Others Institutions Holding SCHZ
# of Institutions
604Shares Held
106MCall Options Held
600Put Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA32.2MShares$1.48 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.48MShares$206 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.59MShares$165 Million5.38% of portfolio
-
Capital Management Associates, Inc Minneapolis, MN3.45MShares$159 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.56MShares$118 Million0.03% of portfolio