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
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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 |
|---|---|---|---|
| 2025-12-31 | $1.8M | 65k | 28.48 |
| 2025-09-30 | $1.8M | 64k | 27.90 |
| 2025-06-30 | $1.6M | 64k | 25.30 |
| 2025-03-31 | $396k | 17k | 23.43 |
| 2024-12-31 | $396k | 15k | 25.86 |
| 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 |