KLI
Kelman-Lazarov Inc’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.85M | Buy |
400,453
+36,218
| +10% | +$800K | 1.43% | 19 |
|
|
2025
Q1 | $7.2M | Sell |
364,235
-5,077
| -1% | -$100K | 1.31% | 19 |
|
|
2024
Q4 | $6.83M | Buy |
369,312
+161,901
| +78% | +$3M | 1.23% | 19 |
|
|
2024
Q3 | $8.53M | Sell |
207,411
-227
| -0.1% | -$9.33K | 1.47% | 18 |
|
|
2024
Q2 | $7.98M | Sell |
207,638
-8,962
| -4% | -$344K | 1.49% | 19 |
|
|
2024
Q1 | $8.45M | Sell |
216,600
-434
| -0.2% | -$16.9K | 1.65% | 16 |
|
|
2023
Q4 | $8.02M | Sell |
217,034
-1,048
| -0.5% | -$38.7K | 1.74% | 15 |
|
|
2023
Q3 | $7.41M | Sell |
218,082
-463
| -0.2% | -$15.7K | 1.75% | 15 |
|
|
2023
Q2 | $7.79M | Sell |
218,545
-738
| -0.3% | -$26.3K | 1.87% | 14 |
|
|
2023
Q1 | $7.63M | Sell |
219,283
-2,485
| -1% | -$86.5K | 1.98% | 14 |
|
|
2022
Q4 | $7.14M | Sell |
221,768
-25,438
| -10% | -$819K | 2.01% | 14 |
|
|
2022
Q3 | $6.95M | Sell |
247,206
-2,168
| -0.9% | -$61K | 2.37% | 12 |
|
|
2022
Q2 | $7.84M | Buy |
249,374
+26,118
| +12% | +$821K | 2.65% | 12 |
|
|
2022
Q1 | $8.2M | Sell |
223,256
-722
| -0.3% | -$26.5K | 2.73% | 9 |
|
|
2021
Q4 | $8.71M | Sell |
223,978
-5,310
| -2% | -$206K | 2.8% | 9 |
|
|
2021
Q3 | $8.87M | Sell |
229,288
-3,385
| -1% | -$131K | 3.11% | 9 |
|
|
2021
Q2 | $9.18M | Sell |
232,673
-14,059
| -6% | -$555K | 3.2% | 9 |
|
|
2021
Q1 | $9.28M | Sell |
246,732
-710
| -0.3% | -$26.7K | 3.31% | 9 |
|
|
2020
Q4 | $8.91M | Sell |
247,442
-1,200
| -0.5% | -$43.2K | 3.42% | 9 |
|
|
2020
Q3 | $7.81M | Sell |
248,642
-10,870
| -4% | -$341K | 3.55% | 9 |
|
|
2020
Q2 | $7.72M | Buy |
259,512
+74,631
| +40% | +$2.22M | 3.58% | 9 |
|
|
2020
Q1 | $4.78M | Buy |
184,881
+149,682
| +425% | +$3.87M | 2.56% | 10 |
|
|
2019
Q4 | $1.18M | Sell |
35,199
-27,164
| -44% | -$914K | 0.53% | 33 |
|
|
2019
Q3 | $1.99M | Buy |
62,363
+2,474
| +4% | +$78.8K | 0.98% | 23 |
|
|
2019
Q2 | $1.92M | Buy |
59,889
+300
| +0.5% | +$9.63K | 0.99% | 23 |
|
|
2019
Q1 | $1.87M | Buy |
59,589
+2,331
| +4% | +$73K | 0.98% | 23 |
|
|
2018
Q4 | $1.62M | Buy |
57,258
+8,104
| +16% | +$230K | 1.01% | 23 |
|
|
2018
Q3 | $1.65M | Buy |
49,154
+1,549
| +3% | +$51.9K | 0.96% | 27 |
|
|
2018
Q2 | $1.57M | Buy |
47,605
+41,014
| +622% | +$1.36M | 0.84% | 33 |
|
|
2018
Q1 | $222K | Buy |
+6,591
| New | +$222K | 0.12% | 101 |
|