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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.1M Sell
1,022,937
-9,164
-0.9% -$262K 3.94% 8
2026
Q1 		$26.5M Buy
1,032,101
+12,365
+1% +$332K 3.79% 7
2025
Q4 		$27.4M Sell
1,019,736
-8,238
-0.8% -$220K 3.92% 7
2025
Q3 		$27.1M Sell
1,027,974
-18,752
-2% -$476K 4.01% 8
2025
Q2 		$25.6M Buy
1,046,726
+1,020,407
+3,877% +$23.1M 4.14% 8
2025
Q1 		$581K Buy
+26,319
New +$613K 0.11% 71

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Kelman-Lazarov Inc's SCHX Position: Q2 2026 in Review

Kelman-Lazarov Inc reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.89% in Q2 2026, selling an estimated $262K and leaving 1,022,937 shares worth $30.1M. The position accounts for 3.94% of the portfolio, ranked #8.

Kelman-Lazarov Inc first reported a position in SCHX in Q1 2025 and has held it in 6 quarters since. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Kelman-Lazarov Inc held 1,022,937 shares of Schwab US Large- Cap ETF worth $30.1M as of Q2 2026.
  • Kelman-Lazarov Inc sold 9,164 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $262K.
  • Schwab US Large- Cap ETF made up 3.94% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #8 holding.
  • Kelman-Lazarov Inc first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.