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Kelman-Lazarov Inc’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Kelman-Lazarov Inc’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$54.5M Buy
1,870,926
+36,103
+2% +$1.12M 7.81% 2
2025
Q4 		$59.9M Sell
1,834,823
-21,942
-1% -$714K 8.55% 2
2025
Q3 		$59.2M Sell
1,856,765
-10,892
-0.6% -$332K 8.78% 2
2025
Q2 		$54.6M Buy
1,867,657
+40,523
+2% +$1.07M 8.84% 2
2025
Q1 		$45.8M Sell
1,827,134
-31,561
-2% -$864K 8.31% 3
2024
Q4 		$51.8M Sell
1,858,695
-105,209
-5% -$2.88M 9.33% 2
2024
Q3 		$51.1M Buy
1,963,904
+29,008
+1% +$730K 8.8% 3
2024
Q2 		$48.8M Sell
1,934,896
-71,236
-4% -$1.68M 9.1% 2
2024
Q1 		$46.5M Sell
2,006,132
-21,252
-1% -$470K 9.09% 3
2023
Q4 		$42M Sell
2,027,384
-43,172
-2% -$835K 9.1% 3
2023
Q3 		$37.6M Sell
2,070,556
-52,212
-2% -$983K 8.9% 3
2023
Q2 		$39.8M Sell
2,122,768
-70,520
-3% -$1.21M 9.56% 3
2023
Q1 		$35.7M Buy
2,193,288
+28,860
+1% +$438K 9.27% 3
2022
Q4 		$30.1M Buy
2,164,428
+78,336
+4% +$1.13M 8.46% 3
2022
Q3 		$29.1M Buy
2,086,092
+23,836
+1% +$373K 9.9% 3
2022
Q2 		$29.9M Buy
2,062,256
+112,392
+6% +$1.8M 10.1% 3
2022
Q1 		$36.5M Buy
1,949,864
+29,184
+2% +$532K 12.13% 3
2021
Q4 		$39.3M Buy
1,920,680
+5,224
+0.3% +$104K 12.65% 2
2021
Q3 		$35.5M Buy
1,915,456
+3,288
+0.2% +$62.6K 12.42% 3
2021
Q2 		$34.9M Sell
1,912,168
-109,792
-5% -$1.9M 12.18% 2
2021
Q1 		$32.8M Buy
2,021,960
+9,968
+0.5% +$162K 11.69% 2
2020
Q4 		$32.3M Sell
2,011,992
-21,384
-1% -$324K 12.39% 2
2020
Q3 		$29.3M Sell
2,033,376
-40,840
-2% -$569K 13.3% 2
2020
Q2 		$26.3M Buy
2,074,216
+6,320
+0.3% +$73.7K 12.2% 2
2020
Q1 		$20.6M Buy
2,067,896
+424,688
+26% +$4.84M 11.03% 2
2019
Q4 		$19.1M Buy
1,643,208
+155,392
+10% +$1.71M 8.58% 2
2019
Q3 		$15.6M Buy
1,487,816
+123,384
+9% +$1.3M 7.7% 3
2019
Q2 		$14.2M Buy
1,364,432
+143,256
+12% +$1.46M 7.27% 3
2019
Q1 		$12.1M Buy
1,221,176
+264,136
+28% +$2.5M 6.39% 4
2018
Q4 		$8.25M Buy
957,040
+291,872
+44% +$2.72M 5.13% 5
2018
Q3 		$6.82M Buy
665,168
+65,888
+11% +$656K 3.99% 6
2018
Q2 		$5.68M Buy
599,280
+158,216
+36% +$1.47M 3.05% 7
2018
Q1 		$3.95M Buy
441,064
+68,992
+19% +$636K 2.13% 12
2017
Q4 		$3.29M Buy
372,072
+9,800
+3% +$84.2K 1.68% 15
2017
Q3 		$2.99M Buy
362,272
+23,008
+7% +$187K 1.58% 21
2017
Q2 		$2.68M Buy
339,264
+25,064
+8% +$195K 1.47% 24
2017
Q1 		$2.38M Buy
314,200
+12,848
+4% +$95K 1.53% 23
2016
Q4 		$2.1M Buy
301,352
+17,760
+6% +$123K 1.19% 28
2016
Q3 		$1.95M Buy
283,592
+8,880
+3% +$61K 1.11% 28
2016
Q2 		$1.81M Buy
274,712
+20,312
+8% +$133K 1.03% 30
2016
Q1 		$1.68M Buy
+254,400
New +$1.58M 0.98% 31

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

Kelman-Lazarov Inc increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2% in Q1 2026, buying an estimated $1.12M and bringing the position to 1,870,926 shares worth $54.5M. The position accounts for 7.81% of the portfolio, ranked #2.

Kelman-Lazarov Inc first reported a position in SCHG in Q1 2016 and has held it in 41 quarters since. The position peaked at $59.9M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Kelman-Lazarov Inc held 1,870,926 shares of Schwab US Large-Cap Growth ETF worth $54.5M as of Q1 2026.
  • Kelman-Lazarov Inc bought 36,103 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.12M.
  • Schwab US Large-Cap Growth ETF made up 7.81% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #2 holding.
  • Kelman-Lazarov Inc first reported a position in Schwab US Large-Cap Growth ETF in Q1 2016 and has held it in 41 quarters since.
  • Kelman-Lazarov Inc's Schwab US Large-Cap Growth ETF position peaked at $59.9M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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