SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

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

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

Q4 2025
Shares 1,834,823 Value ($000) $59,852 Avg Close Range
Q3 2025
Shares 1,856,765 Value ($000) $59,249 Avg Close Range
Q2 2025
Shares 1,867,657 Value ($000) $54,554 Avg Close Range
Q1 2025
Shares 1,827,134 Value ($000) $45,751 Avg Close Range
Q4 2024
Shares 1,858,695 Value ($000) $51,802 Avg Close Range
Q3 2024
Shares 490,976 Value ($000) $51,150 Avg Close Range
Q2 2024
Shares 483,724 Value ($000) $48,779 Avg Close Range
Q1 2024
Shares 501,533 Value ($000) $46,502 Avg Close Range
Q4 2023
Shares 506,846 Value ($000) $42,048 Avg Close Range
Q3 2023
Shares 517,639 Value ($000) $37,643 Avg Close Range
Q2 2023
Shares 530,692 Value ($000) $39,775 Avg Close Range
Q1 2023
Shares 548,322 Value ($000) $35,734 Avg Close Range
Q4 2022
Shares 541,107 Value ($000) $30,064 Avg Close Range
Q3 2022
Shares 521,523 Value ($000) $29,106 Avg Close Range
Q2 2022
Shares 515,564 Value ($000) $29,898 Avg Close Range
Q1 2022
Shares 487,466 Value ($000) $36,472 Avg Close Range
Q4 2021
Shares 240,085 Value ($000) $39,314 Avg Close Range
Q3 2021
Shares 239,432 Value ($000) $35,457 Avg Close Range
Q2 2021
Shares 239,021 Value ($000) $34,888 Avg Close Range
Q1 2021
Shares 252,745 Value ($000) $32,801 Avg Close Range
Q4 2020
Shares 251,499 Value ($000) $32,295 Avg Close Range
Q3 2020
Shares 254,172 Value ($000) $29,273 Avg Close Range
Q2 2020
Shares 259,277 Value ($000) $26,327 Avg Close Range
Q1 2020
Shares 258,487 Value ($000) $20,588 Avg Close Range
Q4 2019
Shares 205,401 Value ($000) $19,084 Avg Close Range
Q3 2019
Shares 185,977 Value ($000) $15,624 Avg Close Range
Q2 2019
Shares 170,554 Value ($000) $14,192 Avg Close Range
Q1 2019
Shares 152,647 Value ($000) $12,125 Avg Close Range
Q4 2018
Shares 119,630 Value ($000) $8,246 Avg Close Range
Q3 2018
Shares 83,146 Value ($000) $6,820 Avg Close Range
Q2 2018
Shares 74,910 Value ($000) $5,677 Avg Close Range
Q1 2018
Shares 55,133 Value ($000) $3,954 Avg Close Range
Q4 2017
Shares 46,509 Value ($000) $3,289 Avg Close Range
Q3 2017
Shares 45,284 Value ($000) $2,992 Avg Close Range
Q2 2017
Shares 42,408 Value ($000) $2,680 Avg Close Range
Q1 2017
Shares 39,275 Value ($000) $2,375 Avg Close Range
Q4 2016
Shares 37,669 Value ($000) $2,103,060 Avg Close Range
Q3 2016
Shares 35,449 Value ($000) $1,954,657 Avg Close Range
Q2 2016
Shares 34,339 Value ($000) $1,809,322 Avg Close Range
Q1 2016
Shares 31,800 Value ($000) $1,679 Avg Close Range