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Kelman-Lazarov Inc’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Kelman-Lazarov Inc’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$506K Buy
21,885
+782
+4% +$18.1K 0.07% 93
2026
Q1 		$490K Buy
21,103
+258
+1% +$6.04K 0.07% 89
2025
Q4 		$487K Buy
20,845
+274
+1% +$6.43K 0.07% 90
2025
Q3 		$483K Sell
20,571
-1,523
-7% -$35.4K 0.07% 89
2025
Q2 		$513K Sell
22,094
-4,682
-17% -$107K 0.08% 77
2025
Q1 		$620K Buy
26,776
+1,653
+7% +$37.9K 0.11% 67
2024
Q4 		$570K Sell
25,123
-243
-1% -$5.61K 0.1% 68
2024
Q3 		$603K Buy
25,366
+2,138
+9% +$50.1K 0.1% 67
2024
Q2 		$529K Buy
23,228
+4,386
+23% +$99.4K 0.1% 69
2024
Q1 		$433K Sell
18,842
-354
-2% -$8.14K 0.08% 73
2023
Q4 		$447K Sell
19,196
-1,934
-9% -$43.3K 0.1% 70
2023
Q3 		$467K Buy
21,130
+5,370
+34% +$122K 0.11% 64
2023
Q2 		$364K Buy
15,760
+118
+0.8% +$2.75K 0.09% 77
2023
Q1 		$367K Buy
15,642
+208
+1% +$4.84K 0.1% 72
2022
Q4 		$352K Sell
15,434
-12,254
-44% -$279K 0.1% 71
2022
Q3 		$627K Buy
27,688
+5,930
+27% +$141K 0.21% 44
2022
Q2 		$521K Sell
21,758
-7,828
-26% -$189K 0.18% 48
2022
Q1 		$748K Hold
29,586
– – 0.25% 39
2021
Q4 		$797K Sell
29,586
-268
-0.9% -$7.25K 0.26% 38
2021
Q3 		$810K Hold
29,854
– – 0.28% 35
2021
Q2 		$815K Buy
29,854
+17,586
+143% +$477K 0.28% 35
2021
Q1 		$331K Buy
12,268
+4,466
+57% +$123K 0.12% 62
2020
Q4 		$219K Hold
7,802
– – 0.08% 72
2020
Q3 		$219K Sell
7,802
-284
-4% -$8.01K 0.1% 68
2020
Q2 		$227K Sell
8,086
-2,722
-25% -$75.7K 0.11% 71
2020
Q1 		$293K Sell
10,808
-5,360
-33% -$145K 0.16% 58
2019
Q4 		$432K Buy
+16,168
New +$433K 0.19% 61
2018
Q4 		– Sell
-45,888
Closed -$1.15M – 100
2018
Q3 		$1.15M Sell
45,888
-274,082
-86% -$6.92M 0.67% 42
2018
Q2 		$8.1M Sell
319,970
-149,222
-32% -$3.77M 4.35% 4
2018
Q1 		$12M Buy
469,192
+98,500
+27% +$2.52M 6.43% 1
2017
Q4 		$9.64M Buy
370,692
+47,252
+15% +$1.23M 4.92% 3
2017
Q3 		$8.47M Buy
323,440
+129,158
+66% +$3.38M 4.47% 3
2017
Q2 		$5.08M Buy
194,282
+57,468
+42% +$1.5M 2.78% 7
2017
Q1 		$3.54M Buy
136,814
+18,404
+16% +$475K 2.28% 10
2016
Q4 		$3.05M Buy
118,410
+18,382
+18% +$481K 1.72% 17
2016
Q3 		$2.67M Buy
100,028
+13,018
+15% +$349K 1.51% 21
2016
Q2 		$2.33M Buy
87,010
+9,600
+12% +$254K 1.33% 24
2016
Q1 		$2.04M Buy
+77,410
New +$2.02M 1.19% 26

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

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

Kelman-Lazarov Inc increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 3.7% in Q2 2026, buying an estimated $18.1K and bringing the position to 21,885 shares worth $506K. The position accounts for 0.07% of the portfolio, ranked #93.

Kelman-Lazarov Inc first reported a position in SCHZ in Q1 2016 and has held it in 38 quarters since. The position peaked at $12M in Q1 2018. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Kelman-Lazarov Inc held 21,885 shares of Schwab US Aggregate Bond ETF worth $506K as of Q2 2026.
  • Kelman-Lazarov Inc bought 782 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $18.1K.
  • Schwab US Aggregate Bond ETF made up 0.07% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #93 holding.
  • Kelman-Lazarov Inc first reported a position in Schwab US Aggregate Bond ETF in Q1 2016 and has held it in 38 quarters since.
  • Kelman-Lazarov Inc's Schwab US Aggregate Bond ETF position peaked at $12M in Q1 2018.
  • 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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