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Schwab Strategic Tr us lrg cap etf shares owned by Kelman-Lazarov

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Kelman-Lazarov from 13F filings

Historical chart of Kelman-Lazarov investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg 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 Strategic Tr us lrg cap etf by Kelman-Lazarov

Quarter filed Position value Share count Share price at filing
2025-12-31 $27M 1.0M 26.91
2025-09-30 $27M 1.0M 26.34
2025-06-30 $26M 1.0M 24.44
2025-03-31 $581k 26k 22.08

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)
Spdr Series Trust State Street Spd (SPLG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Core S&p Scp Etf (IJR)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Mbs Etf (MBB)
Schwab Strategic Tr Fundamental Emer (FNDE)
Schwab Strategic Tr Fundamental Intl (FNDC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Goldman Sachs Etf Tr Activebeta Int (GSIE)

View all positions for Kelman-Lazarov

Top funds holding Schwab Strategic Tr us lrg cap etf

Us Bancorp
Creative Planning
Moneta Group Investment Advisors
HBK Sorce Advisory
Sei Investments
Northwestern Mutual Wealth Management Company
Sage Financial
Wealth Enhancement Advisory Services
HPM Partners
Captrust Financial Advisors
Betterment
Diversified Enterprises
HighTower Advisors
Henderson Group
Mercer Global Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf