SCHWAB STRATEGIC TR

Ticker: FNDC CUSIP: 808524748 Class: FUNDAMENTAL INTL

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

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

Q4 2025
Shares 475,257 Value ($000) $21,173 Avg Close Range
Q3 2025
Shares 473,940 Value ($000) $21,095 Avg Close Range
Q2 2025
Shares 475,762 Value ($000) $20,006 Avg Close Range
Q1 2025
Shares 473,260 Value ($000) $17,132 Avg Close Range
Q4 2024
Shares 461,488 Value ($000) $15,755 Avg Close Range
Q3 2024
Shares 455,222 Value ($000) $17,367 Avg Close Range
Q2 2024
Shares 468,472 Value ($000) $16,284 Avg Close Range
Q1 2024
Shares 107,309 Value ($000) $3,806 Avg Close Range
Q4 2023
Shares 101,236 Value ($000) $3,529 Avg Close Range
Q3 2023
Shares 81,861 Value ($000) $2,631 Avg Close Range
Q2 2023
Shares 73,678 Value ($000) $2,445 Avg Close Range
Q1 2023
Shares 73,434 Value ($000) $2,433 Avg Close Range
Q4 2022
Shares 71,581 Value ($000) $2,238 Avg Close Range
Q3 2022
Shares 72,334 Value ($000) $1,967 Avg Close Range
Q2 2022
Shares 70,342 Value ($000) $2,139 Avg Close Range
Q1 2022
Shares 71,085 Value ($000) $2,515 Avg Close Range
Q4 2021
Shares 71,113 Value ($000) $2,659 Avg Close Range
Q3 2021
Shares 68,174 Value ($000) $2,639 Avg Close Range
Q2 2021
Shares 65,477 Value ($000) $2,570 Avg Close Range
Q1 2021
Shares 65,705 Value ($000) $2,461 Avg Close Range
Q4 2020
Shares 64,295 Value ($000) $2,236 Avg Close Range
Q3 2020
Shares 66,956 Value ($000) $2,002 Avg Close Range
Q2 2020
Shares 70,497 Value ($000) $1,941 Avg Close Range
Q1 2020
Shares 79,119 Value ($000) $1,858 Avg Close Range
Q4 2019
Shares 112,528 Value ($000) $3,742 Avg Close Range
Q3 2019
Shares 108,157 Value ($000) $3,324 Avg Close Range
Q2 2019
Shares 106,856 Value ($000) $3,336 Avg Close Range
Q1 2019
Shares 106,780 Value ($000) $3,318 Avg Close Range
Q4 2018
Shares 84,742 Value ($000) $2,403 Avg Close Range
Q3 2018
Shares 29,277 Value ($000) $1,011 Avg Close Range
Q2 2018
Shares 27,629 Value ($000) $963 Avg Close Range