SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Kelman-Lazarov, Inc.'s Holding History (CIK: 0001672067)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,019,736 Value ($000) $27,441 Avg Close — Range —
Q3 2025
Shares 1,027,974 Value ($000) $27,077 Avg Close — Range —
Q2 2025
Shares 1,046,726 Value ($000) $25,582 Avg Close — Range —
Q1 2025
Shares 26,319 Value ($000) $581 Avg Close — Range —