KLI
SCHV

Kelman-Lazarov Inc’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Kelman-Lazarov Inc’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$367K Sell
12,035
-1,941
-14% -$60.5K 0.05% 103
2025
Q4 		$414K Sell
13,976
-578
-4% -$16.9K 0.06% 95
2025
Q3 		$424K Sell
14,554
-791
-5% -$22.5K 0.06% 95
2025
Q2 		$425K Buy
15,345
+778
+5% +$20.4K 0.07% 85
2025
Q1 		$387K Sell
14,567
-444
-3% -$11.9K 0.07% 84
2024
Q4 		$391K Sell
15,011
-112
-0.7% -$3.02K 0.07% 82
2024
Q3 		$405K Buy
15,123
+936
+7% +$24K 0.07% 79
2024
Q2 		$350K Sell
14,187
-1,965
-12% -$48.6K 0.07% 83
2024
Q1 		$409K Sell
16,152
-1,854
-10% -$44.5K 0.08% 77
2023
Q4 		$421K Hold
18,006
– – 0.09% 73
2023
Q3 		$387K Sell
18,006
-4,242
-19% -$95.3K 0.09% 72
2023
Q2 		$498K Sell
22,248
-1,404
-6% -$30.7K 0.12% 65
2023
Q1 		$517K Sell
23,652
-1,317
-5% -$29.3K 0.13% 57
2022
Q4 		$549K Sell
24,969
-1,197
-5% -$25.9K 0.15% 52
2022
Q3 		$510K Sell
26,166
-5,691
-18% -$123K 0.17% 48
2022
Q2 		$663K Sell
31,857
-22,932
-42% -$515K 0.22% 40
2022
Q1 		$1.3M Sell
54,789
-12,099
-18% -$286K 0.43% 28
2021
Q4 		$1.63M Sell
66,888
-1,509
-2% -$35.7K 0.53% 24
2021
Q3 		$1.54M Sell
68,397
-3,051
-4% -$70.6K 0.54% 24
2021
Q2 		$1.63M Sell
71,448
-72,261
-50% -$1.64M 0.57% 23
2021
Q1 		$3.13M Sell
143,709
-6,438
-4% -$134K 1.11% 15
2020
Q4 		$2.98M Sell
150,147
-6,375
-4% -$119K 1.14% 15
2020
Q3 		$2.72M Sell
156,522
-5,427
-3% -$94.9K 1.24% 13
2020
Q2 		$2.71M Sell
161,949
-131,250
-45% -$2.14M 1.25% 14
2020
Q1 		$4.33M Sell
293,199
-579,846
-66% -$10.6M 2.32% 11
2019
Q4 		$17.5M Sell
873,045
-524,724
-38% -$10.2M 7.87% 5
2019
Q3 		$26.4M Buy
1,397,769
+75,756
+6% +$1.42M 13.03% 1
2019
Q2 		$24.7M Buy
1,322,013
+164,823
+14% +$3.05M 12.68% 1
2019
Q1 		$21.1M Buy
1,157,190
+306,231
+36% +$5.44M 11.13% 1
2018
Q4 		$14M Buy
850,959
+273,825
+47% +$4.84M 8.7% 1
2018
Q3 		$10.8M Buy
577,134
+133,755
+30% +$2.48M 6.31% 2
2018
Q2 		$7.85M Buy
443,379
+263,571
+147% +$4.7M 4.21% 5
2018
Q1 		$3.17M Buy
179,808
+48,342
+37% +$886K 1.7% 15
2017
Q4 		$2.4M Buy
131,466
+4,983
+4% +$88.7K 1.22% 25
2017
Q3 		$2.19M Buy
126,483
+10,314
+9% +$175K 1.15% 27
2017
Q2 		$1.94M Buy
116,169
+7,668
+7% +$127K 1.07% 29
2017
Q1 		$1.8M Buy
108,501
+5,619
+5% +$92.4K 1.16% 28
2016
Q4 		$1.65M Buy
102,882
+4,332
+4% +$67.1K 0.93% 30
2016
Q3 		$1.48M Buy
98,550
+1,833
+2% +$27.9K 0.84% 34
2016
Q2 		$1.45M Buy
96,717
+8,175
+9% +$120K 0.83% 38
2016
Q1 		$1.28M Buy
+88,542
New +$1.21M 0.75% 42

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Kelman-Lazarov Inc reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 14% in Q1 2026, selling an estimated $60.5K and leaving 12,035 shares worth $367K. The position accounts for 0.05% of the portfolio, ranked #103.

Kelman-Lazarov Inc first reported a position in SCHV in Q1 2016 and has held it in 41 quarters since. The position peaked at $26.4M in Q3 2019. 963 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Kelman-Lazarov Inc held 12,035 shares of Schwab US Large-Cap Value ETF worth $367K as of Q1 2026.
  • Kelman-Lazarov Inc sold 1,941 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $60.5K.
  • Schwab US Large-Cap Value ETF made up 0.05% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #103 holding.
  • Kelman-Lazarov Inc first reported a position in Schwab US Large-Cap Value ETF in Q1 2016 and has held it in 41 quarters since.
  • Kelman-Lazarov Inc's Schwab US Large-Cap Value ETF position peaked at $26.4M in Q3 2019.
  • 963 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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