Kelman-Lazarov Inc’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Kelman-Lazarov Inc’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.62M	Buy
2025 Q1	$395K	Buy
2024 Q4	$396K	Hold
2024 Q3	$394K	Sell
2024 Q2	$368K	Sell
2024 Q1	$394K	Buy
2023 Q4	$362K	Sell
2023 Q3	$325K	Sell
2023 Q2	$365K	Buy
2023 Q1	$210K	Buy