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Schwab U S Large Cap Growth ETF shares owned by Kelman-Lazarov

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

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

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All positions including Schwab U S Large Cap Growth 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 Large Cap Growth ETF by Kelman-Lazarov

Quarter filed Position value Share count Share price at filing
2025-09-30 $59M 1.9M 31.91
2025-06-30 $55M 1.9M 29.21
2025-03-31 $46M 1.8M 25.04
2024-12-31 $52M 1.9M 27.87
2024-09-30 $51M 491k 104.18
2024-06-30 $49M 484k 100.84
2024-03-31 $47M 502k 92.72
2023-12-31 $42M 507k 82.96
2023-09-30 $38M 518k 72.72
2023-06-30 $40M 531k 74.95
2023-03-31 $36M 548k 65.17
2022-12-31 $30M 541k 55.56
2022-09-30 $29M 522k 55.81
2022-06-30 $30M 516k 57.99
2022-03-31 $37M 488k 74.82
2021-12-31 $39M 240k 163.75
2021-09-30 $36M 239k 148.09
2021-06-30 $35M 239k 145.96
2021-03-31 $33M 253k 129.78
2020-12-31 $32M 252k 128.41
2020-09-30 $29M 254k 115.17
2020-06-30 $26M 259k 101.54
2020-03-31 $21M 259k 79.65
2019-12-31 $19M 205k 92.91
2019-09-30 $16M 186k 84.01
2019-06-30 $14M 171k 83.21
2019-03-31 $12M 153k 79.43
2018-12-31 $8.2M 120k 68.93
2018-09-30 $6.8M 83k 82.02
2018-06-30 $5.7M 75k 75.78
2018-03-31 $4.0M 55k 71.72
2017-12-31 $3.3M 47k 70.72
2017-09-30 $3.0M 45k 66.07
2017-06-30 $2.7M 42k 63.20
2017-03-31 $2.4M 39k 60.47
2016-12-31 $2.1M 38k 55.83
2016-09-30 $2.0M 35k 55.14
2016-06-30 $1.8M 34k 52.69
2016-03-31 $1.7M 32k 52.80

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 Schwab U S Large Cap Growth ETF

Envestnet Asset Management
Sei Investments
Mather Group
Financial Engines Advisors L.L.C
Charles Schwab Investment Management
LPL Financial
Advisor Group Holdings
Mariner Wealth Advisors
Ameriprise Financial
Vantagepoint Investment Advisers
Cetera Investment Advisers
Honkamp Krueger Financial Services
Raymond James Financial
Mml Investors Services
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF