SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

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

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

Q4 2025
Shares 52,267 Value ($000) $1,572 Avg Close — Range —
Q3 2025
Shares 51,813 Value ($000) $1,536 Avg Close — Range —
Q2 2025
Shares 50,680 Value ($000) $1,422 Avg Close — Range —
Q1 2025
Shares 41,100 Value ($000) $1,077 Avg Close — Range —
Q4 2024
Shares 40,971 Value ($000) $1,135 Avg Close — Range —
Q3 2024
Shares 13,404 Value ($000) $1,114 Avg Close — Range —
Q2 2024
Shares 13,773 Value ($000) $1,072 Avg Close — Range —
Q1 2024
Shares 13,913 Value ($000) $1,133 Avg Close — Range —
Q4 2023
Shares 12,872 Value ($000) $970 Avg Close — Range —
Q3 2023
Shares 16,529 Value ($000) $1,119 Avg Close — Range —
Q2 2023
Shares 17,061 Value ($000) $1,212 Avg Close — Range —
Q1 2023
Shares 15,561 Value ($000) $1,056 Avg Close — Range —
Q4 2022
Shares 8,235 Value ($000) $540 Avg Close — Range —
Q3 2022
Shares 5,290 Value ($000) $320 Avg Close — Range —
Q2 2022
Shares 7,844 Value ($000) $492 Avg Close — Range —
Q1 2022
Shares 2,948 Value ($000) $224 Avg Close — Range —
Q4 2021
Shares 2,948 Value ($000) $237 Avg Close — Range —
Q3 2021
Shares 2,948 Value ($000) $226 Avg Close — Range —
Q2 2021
Shares 2,948 Value ($000) $231 Avg Close — Range —
Q1 2021
Shares 3,152 Value ($000) $235 Avg Close — Range —
Q4 2020
Shares 3,152 Value ($000) $215 Avg Close — Range —