SCHWAB STRATEGIC TR

Ticker: FNDE CUSIP: 808524730 Class: FUNDAMENTAL EMER

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

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

Q4 2025
Shares 607,762 Value ($000) $21,916 Avg Close — Range —
Q3 2025
Shares 605,460 Value ($000) $21,893 Avg Close — Range —
Q2 2025
Shares 603,420 Value ($000) $19,919 Avg Close — Range —
Q1 2025
Shares 589,030 Value ($000) $18,142 Avg Close — Range —
Q4 2024
Shares 570,000 Value ($000) $16,559 Avg Close — Range —
Q3 2024
Shares 582,924 Value ($000) $18,811 Avg Close — Range —
Q2 2024
Shares 574,565 Value ($000) $16,990 Avg Close — Range —
Q1 2024
Shares 569,980 Value ($000) $15,823 Avg Close — Range —
Q4 2023
Shares 537,220 Value ($000) $14,580 Avg Close — Range —
Q3 2023
Shares 524,250 Value ($000) $13,746 Avg Close — Range —
Q2 2023
Shares 527,508 Value ($000) $14,121 Avg Close — Range —
Q1 2023
Shares 498,394 Value ($000) $12,983 Avg Close — Range —
Q4 2022
Shares 495,337 Value ($000) $12,274 Avg Close — Range —
Q3 2022
Shares 522,864 Value ($000) $12,256 Avg Close — Range —
Q2 2022
Shares 505,740 Value ($000) $13,114 Avg Close — Range —
Q1 2022
Shares 462,145 Value ($000) $13,379 Avg Close — Range —
Q4 2021
Shares 445,862 Value ($000) $13,817 Avg Close — Range —
Q3 2021
Shares 417,397 Value ($000) $13,453 Avg Close — Range —
Q2 2021
Shares 396,543 Value ($000) $12,789 Avg Close — Range —
Q1 2021
Shares 386,361 Value ($000) $11,881 Avg Close — Range —
Q4 2020
Shares 381,398 Value ($000) $10,778 Avg Close — Range —
Q3 2020
Shares 380,716 Value ($000) $9,031 Avg Close — Range —
Q2 2020
Shares 384,047 Value ($000) $8,991 Avg Close — Range —
Q1 2020
Shares 298,443 Value ($000) $6,136 Avg Close — Range —
Q4 2019
Shares 106,124 Value ($000) $3,167 Avg Close — Range —
Q3 2019
Shares 16,060 Value ($000) $440 Avg Close — Range —