Schwab Strategic Tr cmn shares owned by Kelman-Lazarov
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Kelman-Lazarov
from 13F filings
Historical chart of Kelman-Lazarov investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Kelman-Lazarov
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $424k | 15k | 29.11 |
| 2025-06-30 | $425k | 15k | 27.67 |
| 2025-03-31 | $387k | 15k | 26.58 |
| 2024-12-31 | $391k | 15k | 26.07 |
| 2024-09-30 | $405k | 5.0k | 80.38 |
| 2024-06-30 | $350k | 4.7k | 74.07 |
| 2024-03-31 | $409k | 5.4k | 75.97 |
| 2023-12-31 | $421k | 6.0k | 70.10 |
| 2023-09-30 | $387k | 6.0k | 64.46 |
| 2023-06-30 | $498k | 7.4k | 67.09 |
| 2023-03-31 | $517k | 7.9k | 65.58 |
| 2022-12-31 | $550k | 8.3k | 66.02 |
| 2022-09-30 | $510k | 8.7k | 58.47 |
| 2022-06-30 | $663k | 11k | 62.44 |
| 2022-03-31 | $1.3M | 18k | 71.40 |
| 2021-12-31 | $1.6M | 22k | 73.20 |
| 2021-09-30 | $1.5M | 23k | 67.46 |
| 2021-06-30 | $1.6M | 24k | 68.36 |
| 2021-03-31 | $3.1M | 48k | 65.28 |
| 2020-12-31 | $3.0M | 50k | 59.52 |
| 2020-09-30 | $2.7M | 52k | 52.19 |
| 2020-06-30 | $2.7M | 54k | 50.11 |
| 2020-03-31 | $4.3M | 98k | 44.27 |
| 2019-12-31 | $18M | 291k | 60.12 |
| 2019-09-30 | $26M | 466k | 56.73 |
| 2019-06-30 | $25M | 441k | 56.14 |
| 2019-03-31 | $21M | 386k | 54.74 |
| 2018-12-31 | $14M | 284k | 49.29 |
| 2018-09-30 | $11M | 192k | 56.08 |
| 2018-06-30 | $7.9M | 148k | 53.12 |
| 2018-03-31 | $3.2M | 60k | 52.84 |
| 2017-12-31 | $2.4M | 44k | 54.68 |
| 2017-09-30 | $2.2M | 42k | 51.83 |
| 2017-06-30 | $1.9M | 39k | 50.20 |
| 2017-03-31 | $1.8M | 36k | 49.69 |
| 2016-12-31 | $1.6M | 34k | 48.09 |
| 2016-09-30 | $1.5M | 33k | 45.12 |
| 2016-06-30 | $1.4M | 32k | 44.83 |
| 2016-03-31 | $1.3M | 30k | 43.44 |