SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

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

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

Q4 2025
Shares 398,594 Value ($000) $9,582 Avg Close Range
Q3 2025
Shares 396,606 Value ($000) $9,233 Avg Close Range
Q2 2025
Shares 400,453 Value ($000) $8,850 Avg Close Range
Q1 2025
Shares 364,235 Value ($000) $7,205 Avg Close Range
Q4 2024
Shares 369,312 Value ($000) $6,832 Avg Close Range
Q3 2024
Shares 207,411 Value ($000) $8,529 Avg Close Range
Q2 2024
Shares 207,638 Value ($000) $7,977 Avg Close Range
Q1 2024
Shares 216,600 Value ($000) $8,452 Avg Close Range
Q4 2023
Shares 217,034 Value ($000) $8,022 Avg Close Range
Q3 2023
Shares 218,082 Value ($000) $7,406 Avg Close Range
Q2 2023
Shares 218,545 Value ($000) $7,791 Avg Close Range
Q1 2023
Shares 219,283 Value ($000) $7,631 Avg Close Range
Q4 2022
Shares 221,768 Value ($000) $7,143 Avg Close Range
Q3 2022
Shares 247,206 Value ($000) $6,954 Avg Close Range
Q2 2022
Shares 249,374 Value ($000) $7,843 Avg Close Range
Q1 2022
Shares 223,256 Value ($000) $8,198 Avg Close Range
Q4 2021
Shares 223,978 Value ($000) $8,706 Avg Close Range
Q3 2021
Shares 229,288 Value ($000) $8,873 Avg Close Range
Q2 2021
Shares 232,673 Value ($000) $9,179 Avg Close Range
Q1 2021
Shares 246,732 Value ($000) $9,282 Avg Close Range
Q4 2020
Shares 247,442 Value ($000) $8,910 Avg Close Range
Q3 2020
Shares 248,642 Value ($000) $7,807 Avg Close Range
Q2 2020
Shares 259,512 Value ($000) $7,720 Avg Close Range
Q1 2020
Shares 184,881 Value ($000) $4,777 Avg Close Range
Q4 2019
Shares 35,199 Value ($000) $1,184 Avg Close Range
Q3 2019
Shares 62,363 Value ($000) $1,987 Avg Close Range
Q2 2019
Shares 59,889 Value ($000) $1,922 Avg Close Range
Q1 2019
Shares 59,589 Value ($000) $1,866 Avg Close Range
Q4 2018
Shares 57,258 Value ($000) $1,623 Avg Close Range
Q3 2018
Shares 49,154 Value ($000) $1,648 Avg Close Range
Q2 2018
Shares 47,605 Value ($000) $1,573 Avg Close Range
Q1 2018
Shares 6,591 Value ($000) $222 Avg Close Range