SCHWAB STRATEGIC TR

Ticker: SCHV CUSIP: 808524409 Class: US LCAP VA ETF

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

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

Q4 2025
Shares 13,976 Value ($000) $414 Avg Close Range
Q3 2025
Shares 14,554 Value ($000) $424 Avg Close Range
Q2 2025
Shares 15,345 Value ($000) $425 Avg Close Range
Q1 2025
Shares 14,567 Value ($000) $387 Avg Close Range
Q4 2024
Shares 15,011 Value ($000) $391 Avg Close Range
Q3 2024
Shares 5,041 Value ($000) $405 Avg Close Range
Q2 2024
Shares 4,729 Value ($000) $350 Avg Close Range
Q1 2024
Shares 5,384 Value ($000) $409 Avg Close Range
Q4 2023
Shares 6,002 Value ($000) $421 Avg Close Range
Q3 2023
Shares 6,002 Value ($000) $387 Avg Close Range
Q2 2023
Shares 7,416 Value ($000) $498 Avg Close Range
Q1 2023
Shares 7,884 Value ($000) $517 Avg Close Range
Q4 2022
Shares 8,323 Value ($000) $549 Avg Close Range
Q3 2022
Shares 8,722 Value ($000) $510 Avg Close Range
Q2 2022
Shares 10,619 Value ($000) $663 Avg Close Range
Q1 2022
Shares 18,263 Value ($000) $1,304 Avg Close Range
Q4 2021
Shares 22,296 Value ($000) $1,632 Avg Close Range
Q3 2021
Shares 22,799 Value ($000) $1,538 Avg Close Range
Q2 2021
Shares 23,816 Value ($000) $1,628 Avg Close Range
Q1 2021
Shares 47,903 Value ($000) $3,127 Avg Close Range
Q4 2020
Shares 50,049 Value ($000) $2,979 Avg Close Range
Q3 2020
Shares 52,174 Value ($000) $2,723 Avg Close Range
Q2 2020
Shares 53,983 Value ($000) $2,705 Avg Close Range
Q1 2020
Shares 97,733 Value ($000) $4,327 Avg Close Range
Q4 2019
Shares 291,015 Value ($000) $17,496 Avg Close Range
Q3 2019
Shares 465,923 Value ($000) $26,432 Avg Close Range
Q2 2019
Shares 440,671 Value ($000) $24,739 Avg Close Range
Q1 2019
Shares 385,730 Value ($000) $21,115 Avg Close Range
Q4 2018
Shares 283,653 Value ($000) $13,981 Avg Close Range
Q3 2018
Shares 192,378 Value ($000) $10,789 Avg Close Range
Q2 2018
Shares 147,793 Value ($000) $7,851 Avg Close Range
Q1 2018
Shares 59,936 Value ($000) $3,167 Avg Close Range
Q4 2017
Shares 43,822 Value ($000) $2,396 Avg Close Range
Q3 2017
Shares 42,161 Value ($000) $2,185 Avg Close Range
Q2 2017
Shares 38,723 Value ($000) $1,944 Avg Close Range
Q1 2017
Shares 36,167 Value ($000) $1,797 Avg Close Range
Q4 2016
Shares 34,294 Value ($000) $1,649,198 Avg Close Range
Q3 2016
Shares 32,850 Value ($000) $1,482,192 Avg Close Range
Q2 2016
Shares 32,239 Value ($000) $1,445,274 Avg Close Range
Q1 2016
Shares 29,514 Value ($000) $1,282 Avg Close Range