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Schwab U S Small Cap ETF shares owned by Kelman-Lazarov

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Kelman-Lazarov from 13F filings

Historical chart of Kelman-Lazarov investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Kelman-Lazarov consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Kelman-Lazarov

Quarter filed Position value Share count Share price at filing
2024-09-30 $394k 7.7k 51.50
2024-06-30 $368k 7.8k 47.45
2024-03-31 $394k 8.0k 49.24
2023-12-31 $362k 7.7k 47.24
2023-09-30 $325k 7.9k 41.42
2023-06-30 $365k 8.3k 43.80
2023-03-31 $210k 5.0k 41.93