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

Kelman-Lazarov Inc’s Portfolio SCHX Stock Details SCHX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$25.6M Buy
1,046,726
+1,020,407
+3,877% +$24.9M 4.14% 8
2025
Q1 		$581K Buy
+26,319
New +$581K 0.11% 71