SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

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

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

Q4 2025
Shares 20,845 Value ($000) $487 Avg Close — Range —
Q3 2025
Shares 20,571 Value ($000) $483 Avg Close — Range —
Q2 2025
Shares 22,094 Value ($000) $513 Avg Close — Range —
Q1 2025
Shares 26,776 Value ($000) $620 Avg Close — Range —
Q4 2024
Shares 25,123 Value ($000) $570 Avg Close — Range —
Q3 2024
Shares 12,683 Value ($000) $603 Avg Close — Range —
Q2 2024
Shares 11,614 Value ($000) $529 Avg Close — Range —
Q1 2024
Shares 9,421 Value ($000) $433 Avg Close — Range —
Q4 2023
Shares 9,598 Value ($000) $447 Avg Close — Range —
Q3 2023
Shares 10,565 Value ($000) $467 Avg Close — Range —
Q2 2023
Shares 7,880 Value ($000) $364 Avg Close — Range —
Q1 2023
Shares 7,821 Value ($000) $367 Avg Close — Range —
Q4 2022
Shares 7,717 Value ($000) $352 Avg Close — Range —
Q3 2022
Shares 13,844 Value ($000) $627 Avg Close — Range —
Q2 2022
Shares 10,879 Value ($000) $521 Avg Close — Range —
Q1 2022
Shares 14,793 Value ($000) $748 Avg Close — Range —
Q4 2021
Shares 14,793 Value ($000) $797 Avg Close — Range —
Q3 2021
Shares 14,927 Value ($000) $810 Avg Close — Range —
Q2 2021
Shares 14,927 Value ($000) $815 Avg Close — Range —
Q1 2021
Shares 6,134 Value ($000) $331 Avg Close — Range —
Q4 2020
Shares 3,901 Value ($000) $219 Avg Close — Range —
Q3 2020
Shares 3,901 Value ($000) $219 Avg Close — Range —
Q2 2020
Shares 4,043 Value ($000) $227 Avg Close — Range —
Q1 2020
Shares 5,404 Value ($000) $293 Avg Close — Range —
Q4 2019
Shares 8,084 Value ($000) $432 Avg Close — Range —
Q3 2018
Shares 22,944 Value ($000) $1,153 Avg Close — Range —
Q2 2018
Shares 159,985 Value ($000) $8,102 Avg Close — Range —
Q1 2018
Shares 234,596 Value ($000) $11,969 Avg Close — Range —
Q4 2017
Shares 185,346 Value ($000) $9,645 Avg Close — Range —
Q3 2017
Shares 161,720 Value ($000) $8,468 Avg Close — Range —
Q2 2017
Shares 97,141 Value ($000) $5,076 Avg Close — Range —
Q1 2017
Shares 68,407 Value ($000) $3,543 Avg Close — Range —
Q4 2016
Shares 59,205 Value ($000) $3,049,057 Avg Close — Range —
Q3 2016
Shares 50,014 Value ($000) $2,670,247 Avg Close — Range —
Q2 2016
Shares 43,505 Value ($000) $2,334,913 Avg Close — Range —
Q1 2016
Shares 38,705 Value ($000) $2,037 Avg Close — Range —