SCHWAB STRATEGIC TR

Ticker: FNDA CUSIP: 808524763 Class: ETF

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

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

Q4 2025
Shares 69,405 Value ($000) $2,187 Avg Close Range
Q3 2025
Shares 70,192 Value ($000) $2,187 Avg Close Range
Q2 2025
Shares 69,024 Value ($000) $1,978 Avg Close Range
Q1 2025
Shares 66,779 Value ($000) $1,829 Avg Close Range
Q4 2024
Shares 67,026 Value ($000) $1,991 Avg Close Range
Q3 2024
Shares 33,193 Value ($000) $1,977 Avg Close Range
Q2 2024
Shares 33,322 Value ($000) $1,830 Avg Close Range
Q1 2024
Shares 31,934 Value ($000) $1,821 Avg Close Range
Q4 2023
Shares 32,252 Value ($000) $1,785 Avg Close Range
Q3 2023
Shares 29,834 Value ($000) $1,447 Avg Close Range
Q2 2023
Shares 29,834 Value ($000) $1,505 Avg Close Range
Q1 2023
Shares 30,129 Value ($000) $1,466 Avg Close Range
Q4 2022
Shares 30,182 Value ($000) $1,410 Avg Close Range
Q3 2022
Shares 31,683 Value ($000) $1,347 Avg Close Range
Q2 2022
Shares 31,683 Value ($000) $1,434 Avg Close Range
Q1 2022
Shares 32,685 Value ($000) $1,747 Avg Close Range
Q4 2021
Shares 32,685 Value ($000) $1,818 Avg Close Range
Q3 2021
Shares 33,012 Value ($000) $1,739 Avg Close Range
Q2 2021
Shares 38,262 Value ($000) $2,081 Avg Close Range
Q1 2021
Shares 47,573 Value ($000) $2,410 Avg Close Range
Q4 2020
Shares 47,725 Value ($000) $2,048 Avg Close Range
Q3 2020
Shares 48,266 Value ($000) $1,595 Avg Close Range
Q2 2020
Shares 49,451 Value ($000) $1,569 Avg Close Range
Q1 2020
Shares 48,334 Value ($000) $1,250 Avg Close Range
Q4 2019
Shares 6,455 Value ($000) $260 Avg Close Range
Q3 2019
Shares 29,524 Value ($000) $1,115 Avg Close Range
Q2 2019
Shares 28,440 Value ($000) $1,072 Avg Close Range
Q1 2019
Shares 27,602 Value ($000) $1,028 Avg Close Range
Q4 2018
Shares 26,339 Value ($000) $865 Avg Close Range