Schwab Strategic Tr us aggregate b shares owned by Kelman-Lazarov
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Kelman-Lazarov
from 13F filings
Historical chart of Kelman-Lazarov investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Kelman-Lazarov
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $483k | 21k | 23.47 |
| 2025-06-30 | $514k | 22k | 23.24 |
| 2025-03-31 | $620k | 27k | 23.16 |
| 2024-12-31 | $570k | 25k | 22.70 |
| 2024-09-30 | $603k | 13k | 47.52 |
| 2024-06-30 | $529k | 12k | 45.58 |
| 2024-03-31 | $433k | 9.4k | 46.00 |
| 2023-12-31 | $448k | 9.6k | 46.62 |
| 2023-09-30 | $467k | 11k | 44.23 |
| 2023-06-30 | $364k | 7.9k | 46.16 |
| 2023-03-31 | $367k | 7.8k | 46.91 |
| 2022-12-31 | $352k | 7.7k | 45.65 |
| 2022-09-30 | $627k | 14k | 45.29 |
| 2022-06-30 | $521k | 11k | 47.89 |
| 2022-03-31 | $748k | 15k | 50.56 |
| 2021-12-31 | $797k | 15k | 53.88 |
| 2021-09-30 | $810k | 15k | 54.26 |
| 2021-06-30 | $815k | 15k | 54.60 |
| 2021-03-31 | $331k | 6.1k | 53.96 |
| 2020-12-31 | $219k | 3.9k | 56.14 |
| 2020-09-30 | $219k | 3.9k | 56.14 |
| 2020-06-30 | $227k | 4.0k | 56.15 |
| 2020-03-31 | $293k | 5.4k | 54.22 |
| 2019-12-31 | $432k | 8.1k | 53.44 |
| 2018-09-30 | $1.2M | 23k | 50.25 |
| 2018-06-30 | $8.1M | 160k | 50.64 |
| 2018-03-31 | $12M | 235k | 51.02 |
| 2017-12-31 | $9.6M | 185k | 52.04 |
| 2017-09-30 | $8.5M | 162k | 52.36 |
| 2017-06-30 | $5.1M | 97k | 52.25 |
| 2017-03-31 | $3.5M | 68k | 51.79 |
| 2016-12-31 | $3.0M | 59k | 51.50 |
| 2016-09-30 | $2.7M | 50k | 53.39 |
| 2016-06-30 | $2.3M | 44k | 53.67 |
| 2016-03-31 | $2.0M | 39k | 52.63 |
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