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Kelman-Lazarov Inc’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Kelman-Lazarov Inc’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.56M Sell
50,238
-2,029
-4% -$64.6K 0.22% 48
2025
Q4 		$1.57M Buy
52,267
+454
+0.9% +$13.5K 0.22% 47
2025
Q3 		$1.54M Buy
51,813
+1,133
+2% +$33K 0.23% 48
2025
Q2 		$1.42M Buy
50,680
+9,580
+23% +$253K 0.23% 46
2025
Q1 		$1.08M Buy
41,100
+129
+0.3% +$3.59K 0.2% 49
2024
Q4 		$1.14M Buy
40,971
+759
+2% +$21.6K 0.2% 49
2024
Q3 		$1.11M Sell
40,212
-1,107
-3% -$29.4K 0.19% 52
2024
Q2 		$1.07M Sell
41,319
-420
-1% -$11K 0.2% 50
2024
Q1 		$1.13M Buy
41,739
+3,123
+8% +$79.7K 0.22% 50
2023
Q4 		$970K Sell
38,616
-10,971
-22% -$251K 0.21% 51
2023
Q3 		$1.12M Sell
49,587
-1,596
-3% -$37.8K 0.26% 44
2023
Q2 		$1.21M Buy
51,183
+4,500
+10% +$101K 0.29% 43
2023
Q1 		$1.06M Buy
46,683
+21,978
+89% +$506K 0.27% 45
2022
Q4 		$540K Buy
24,705
+8,835
+56% +$194K 0.15% 54
2022
Q3 		$320K Sell
15,870
-7,662
-33% -$171K 0.11% 67
2022
Q2 		$492K Buy
23,532
+14,688
+166% +$339K 0.17% 50
2022
Q1 		$224K Hold
8,844
– – 0.07% 78
2021
Q4 		$237K Hold
8,844
– – 0.08% 79
2021
Q3 		$226K Hold
8,844
– – 0.08% 77
2021
Q2 		$231K Sell
8,844
-612
-6% -$15.8K 0.08% 77
2021
Q1 		$235K Hold
9,456
– – 0.08% 76
2020
Q4 		$215K Buy
+9,456
New +$197K 0.08% 75

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Kelman-Lazarov Inc reduced its Schwab US Mid-Cap ETF (SCHM) stake by 3.9% in Q1 2026, selling an estimated $64.6K and leaving 50,238 shares worth $1.56M. The position accounts for 0.22% of the portfolio, ranked #48.

Kelman-Lazarov Inc first reported a position in SCHM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.57M in Q4 2025. 1,012 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Kelman-Lazarov Inc held 50,238 shares of Schwab US Mid-Cap ETF worth $1.56M as of Q1 2026.
  • Kelman-Lazarov Inc sold 2,029 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $64.6K.
  • Schwab US Mid-Cap ETF made up 0.22% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #48 holding.
  • Kelman-Lazarov Inc first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Kelman-Lazarov Inc's Schwab US Mid-Cap ETF position peaked at $1.57M in Q4 2025.
  • 1,012 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

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