Kelman-Lazarov Inc’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,925	Closed	-$262K	–	104
2023 Q3	$262K	Sell	10,925 -47	-0.4%	-$1.16K	0.06%	86
2023 Q2	$270K	Buy	10,972 +343	+3%	+$8.38K	0.07%	86
2023 Q1	$261K	Sell	10,629 -1,965	-16%	-$48.7K	0.07%	85
2022 Q4	$298K	Sell	12,594 -15,731	-56%	-$366K	0.08%	80
2022 Q3	$634K	Buy	28,325 +6,161	+28%	+$152K	0.22%	43
2022 Q2	$563K	Buy	+22,164	New	+$579K	0.19%	46
2020 Q1	–	Sell	-13,778	Closed	-$377K	–	91
2019 Q4	$377K	Sell	13,778 -1,055	-7%	-$27.8K	0.17%	64
2019 Q3	$373K	Sell	14,833 -92	-0.6%	-$2.34K	0.18%	69
2019 Q2	$392K	Buy	14,925 +27	+0.2%	+$699	0.2%	65
2019 Q1	$387K	Buy	14,898 +108	+0.7%	+$2.74K	0.2%	70
2018 Q4	$348K	Buy	+14,790	New	+$358K	0.22%	74

Other funds holding SCHE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Kelman-Lazarov Inc's SCHE Position: Q4 2023 in Review

Kelman-Lazarov Inc sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2023, closing a stake of 10,925 shares — an estimated $262K sold.

Kelman-Lazarov Inc first reported a position in SCHE in Q4 2018 and held it in 11 quarters. The position peaked at $634K in Q3 2022. 736 funds tracked by Wall St. Rank hold SCHE as of Q4 2023.

Kelman-Lazarov Inc reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2023 after selling out during the quarter.
Kelman-Lazarov Inc sold 10,925 Schwab Emerging Markets Equity ETF shares in Q4 2023, an estimated $262K.
Kelman-Lazarov Inc first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and held it in 11 quarters.
Kelman-Lazarov Inc's Schwab Emerging Markets Equity ETF position peaked at $634K in Q3 2022.
736 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2023.

Based on Kelman-Lazarov Inc's 13F filing for Q4 2023, filed 1 Feb 2024.