SCHWAB STRATEGIC TR

Ticker: SCHA CUSIP: 808524607 Class: US SML CAP ETF

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

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

Q4 2025
Shares 64,558 Value ($000) $1,839 Avg Close — Range —
Q3 2025
Shares 63,971 Value ($000) $1,785 Avg Close — Range —
Q2 2025
Shares 63,901 Value ($000) $1,617 Avg Close — Range —
Q1 2025
Shares 16,879 Value ($000) $395 Avg Close — Range —
Q4 2024
Shares 15,302 Value ($000) $396 Avg Close — Range —
Q3 2024
Shares 7,651 Value ($000) $394 Avg Close — Range —
Q2 2024
Shares 7,759 Value ($000) $368 Avg Close — Range —
Q1 2024
Shares 8,010 Value ($000) $394 Avg Close — Range —
Q4 2023
Shares 7,657 Value ($000) $362 Avg Close — Range —
Q3 2023
Shares 7,855 Value ($000) $325 Avg Close — Range —
Q2 2023
Shares 8,326 Value ($000) $365 Avg Close — Range —
Q1 2023
Shares 4,998 Value ($000) $210 Avg Close — Range —