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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
2026
Q1 		$1.87M Sell
64,394
-164
-0.3% -$4.92K 0.27% 40
2025
Q4 		$1.84M Buy
64,558
+587
+0.9% +$16.6K 0.26% 41
2025
Q3 		$1.78M Buy
63,971
+70
+0.1% +$1.87K 0.26% 43
2025
Q2 		$1.62M Buy
63,901
+47,022
+279% +$1.11M 0.26% 40
2025
Q1 		$395K Buy
16,879
+1,577
+10% +$40.2K 0.07% 81
2024
Q4 		$396K Hold
15,302
– – 0.07% 81
2024
Q3 		$394K Sell
15,302
-216
-1% -$5.36K 0.07% 80
2024
Q2 		$368K Sell
15,518
-502
-3% -$11.9K 0.07% 79
2024
Q1 		$394K Buy
16,020
+706
+5% +$16.5K 0.08% 78
2023
Q4 		$362K Sell
15,314
-396
-3% -$8.35K 0.08% 79
2023
Q3 		$325K Sell
15,710
-942
-6% -$20.7K 0.08% 76
2023
Q2 		$365K Buy
16,652
+6,656
+67% +$139K 0.09% 76
2023
Q1 		$210K Buy
+9,996
New +$215K 0.05% 93

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Kelman-Lazarov Inc's SCHA Position: Q1 2026 in Review

Kelman-Lazarov Inc reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.25% in Q1 2026, selling an estimated $4.92K and leaving 64,394 shares worth $1.87M. The position accounts for 0.27% of the portfolio, ranked #40.

Kelman-Lazarov Inc first reported a position in SCHA in Q1 2023 and has held it in 13 quarters since. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Kelman-Lazarov Inc held 64,394 shares of Schwab U.S Small- Cap ETF worth $1.87M as of Q1 2026.
  • Kelman-Lazarov Inc sold 164 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $4.92K.
  • Schwab U.S Small- Cap ETF made up 0.27% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #40 holding.
  • Kelman-Lazarov Inc first reported a position in Schwab U.S Small- Cap ETF in Q1 2023 and has held it in 13 quarters since.
  • 1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.