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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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
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

More positions owned by Kelman-Lazarov

Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Pimco Etf Tr Active Bd Etf (BOND)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Ishares Tr Gnma Bond Etf (GNMA)

View all positions for Kelman-Lazarov

Top funds holding Schwab U S Small Cap ETF

Charles Schwab Investment Advisory
Bank of America Corporation
Empower Advisory Group
Charles Schwab Investment Management
Sei Investments
Goldman Sachs Group
Financial Engines Advisors L.L.C
Creative Planning
Envestnet Asset Management
Advisory Alpha
HPM Partners
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF