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Kelman-Lazarov Inc’s Schwab US REIT ETF SCHH Stock Holding History

Kelman-Lazarov Inc’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-13,476
Closed -$291K – 136
2025
Q3 		$291K Buy
+13,476
New +$287K 0.04% 118

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Envestnet Portfolio Solutions
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DI
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Northwestern Mutual Wealth Management
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Cerity Partners
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kelman-Lazarov Inc's SCHH Position: Q4 2025 in Review

Kelman-Lazarov Inc sold out of Schwab US REIT ETF (SCHH) in Q4 2025, closing a stake of 13,476 shares — an estimated $291K sold.

Kelman-Lazarov Inc first reported a position in SCHH in Q3 2025 and held it in 1 quarter. The position peaked at $291K in Q3 2025. 556 funds tracked by Wall St. Rank hold SCHH as of Q4 2025.

  • Kelman-Lazarov Inc reported no remaining Schwab US REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 13,476 Schwab US REIT ETF shares in Q4 2025, an estimated $291K.
  • Kelman-Lazarov Inc first reported a position in Schwab US REIT ETF in Q3 2025 and held it in 1 quarter.
  • Kelman-Lazarov Inc's Schwab US REIT ETF position peaked at $291K in Q3 2025.
  • 556 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2025.

Based on Kelman-Lazarov Inc's 13F filing for Q4 2025, filed 26 Jan 2026.