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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Kelman-Lazarov

Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Kelman-Lazarov from 13F filings

Historical chart of Kelman-Lazarov investment in Sch Fnd Us Lg Etf schwb fdt us lg

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All positions including Sch Fnd Us Lg Etf schwb fdt us lg held by Kelman-Lazarov consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sch Fnd Us Lg Etf schwb fdt us lg by Kelman-Lazarov

Quarter filed Position value Share count Share price at filing
2025-09-30 $62M 2.3M 26.30
2025-06-30 $57M 2.3M 24.54
2025-03-31 $54M 2.3M 23.61
2024-12-31 $54M 2.3M 23.68
2024-09-30 $58M 810k 71.76
2024-06-30 $54M 801k 66.98
2024-03-31 $54M 801k 67.39
2023-12-31 $49M 794k 61.94
2023-09-30 $45M 794k 55.97
2023-06-30 $45M 778k 57.57
2023-03-31 $42M 756k 54.92
2022-12-31 $40M 751k 53.44
2022-09-30 $36M 745k 47.76
2022-06-30 $38M 740k 50.90
2022-03-31 $46M 787k 58.50
2021-12-31 $46M 783k 58.61
2021-09-30 $42M 773k 53.95
2021-06-30 $42M 774k 54.72
2021-03-31 $46M 899k 51.67
2020-12-31 $41M 894k 45.29
2020-09-30 $35M 890k 38.73
2020-06-30 $33M 904k 36.84
2020-03-31 $26M 839k 31.33
2019-12-31 $18M 418k 42.68
2019-09-30 $8.8M 222k 39.55
2019-06-30 $8.5M 217k 39.11
2019-03-31 $8.7M 231k 37.95
2018-12-31 $8.2M 241k 33.98
2018-09-30 $10M 258k 39.68
2018-06-30 $10M 270k 37.34
2018-03-31 $8.6M 238k 36.34
2017-12-31 $8.7M 232k 37.46
2017-09-30 $7.5M 212k 35.15
2017-06-30 $6.1M 179k 33.82
2017-03-31 $5.5M 161k 33.79
2016-12-31 $4.9M 150k 32.63
2016-09-30 $4.4M 143k 30.69
2016-06-30 $3.2M 105k 30.39
2016-03-31 $2.9M 100k 29.59

More positions owned by Kelman-Lazarov

Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Spdr Series Trust Portfolio S&p500 (SPLG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Scp Etf (IJR)
Pimco Etf Tr Active Bd Etf (BOND)
Schwab Strategic Tr Fundamental Emer (FNDE)
Ishares Tr Mbs Etf (MBB)
Schwab Strategic Tr Fundamental Intl (FNDC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Kelman-Lazarov

Top funds holding Sch Fnd Us Lg Etf schwb fdt us lg

Charles Schwab Investment Management
Captrust Financial Advisors
Boulay Financial Advisors
McAdam
Signature Estate and Investment Advisors
Ameriprise Financial
Envestnet Asset Management
Steele Capital Management
Northwest Bancshares
Morgan Stanley
Glassman Wealth Services
LPL Financial
AlphaCore Capital
Cetera Investment Advisers
Quadrant Capital

View all funds holding Sch Fnd Us Lg Etf schwb fdt us lg