KLI
Kelman-Lazarov Inc’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Sell |
22,094
-4,682
| -17% | -$109K | 0.08% | 77 |
|
|
2025
Q1 | $620K | Buy |
26,776
+1,653
| +7% | +$38.3K | 0.11% | 67 |
|
|
2024
Q4 | $570K | Buy |
25,123
+12,440
| +98% | +$282K | 0.1% | 68 |
|
|
2024
Q3 | $603K | Buy |
12,683
+1,069
| +9% | +$50.8K | 0.1% | 67 |
|
|
2024
Q2 | $529K | Buy |
11,614
+2,193
| +23% | +$100K | 0.1% | 69 |
|
|
2024
Q1 | $433K | Sell |
9,421
-177
| -2% | -$8.14K | 0.08% | 73 |
|
|
2023
Q4 | $447K | Sell |
9,598
-967
| -9% | -$45.1K | 0.1% | 70 |
|
|
2023
Q3 | $467K | Buy |
10,565
+2,685
| +34% | +$119K | 0.11% | 64 |
|
|
2023
Q2 | $364K | Buy |
7,880
+59
| +0.8% | +$2.72K | 0.09% | 77 |
|
|
2023
Q1 | $367K | Buy |
7,821
+104
| +1% | +$4.88K | 0.1% | 72 |
|
|
2022
Q4 | $352K | Sell |
7,717
-6,127
| -44% | -$280K | 0.1% | 71 |
|
|
2022
Q3 | $627K | Buy |
13,844
+2,965
| +27% | +$134K | 0.21% | 44 |
|
|
2022
Q2 | $521K | Sell |
10,879
-3,914
| -26% | -$187K | 0.18% | 48 |
|
|
2022
Q1 | $748K | Hold |
14,793
| – | – | 0.25% | 39 |
|
|
2021
Q4 | $797K | Sell |
14,793
-134
| -0.9% | -$7.22K | 0.26% | 38 |
|
|
2021
Q3 | $810K | Hold |
14,927
| – | – | 0.28% | 35 |
|
|
2021
Q2 | $815K | Buy |
14,927
+8,793
| +143% | +$480K | 0.28% | 35 |
|
|
2021
Q1 | $331K | Buy |
6,134
+2,233
| +57% | +$120K | 0.12% | 62 |
|
|
2020
Q4 | $219K | Hold |
3,901
| – | – | 0.08% | 72 |
|
|
2020
Q3 | $219K | Sell |
3,901
-142
| -4% | -$7.97K | 0.1% | 68 |
|
|
2020
Q2 | $227K | Sell |
4,043
-1,361
| -25% | -$76.4K | 0.11% | 71 |
|
|
2020
Q1 | $293K | Sell |
5,404
-2,680
| -33% | -$145K | 0.16% | 58 |
|
|
2019
Q4 | $432K | Buy |
+8,084
| New | +$432K | 0.19% | 61 |
|
|
2018
Q4 | – | Sell |
-22,944
| Closed | -$1.15M | – | 100 |
|
|
2018
Q3 | $1.15M | Sell |
22,944
-137,041
| -86% | -$6.89M | 0.67% | 42 |
|
|
2018
Q2 | $8.1M | Sell |
159,985
-74,611
| -32% | -$3.78M | 4.35% | 4 |
|
|
2018
Q1 | $12M | Buy |
234,596
+49,250
| +27% | +$2.51M | 6.43% | 1 |
|
|
2017
Q4 | $9.65M | Buy |
185,346
+23,626
| +15% | +$1.23M | 4.92% | 3 |
|
|
2017
Q3 | $8.47M | Buy |
161,720
+64,579
| +66% | +$3.38M | 4.47% | 3 |
|
|
2017
Q2 | $5.08M | Buy |
97,141
+28,734
| +42% | +$1.5M | 2.78% | 7 |
|
|
2017
Q1 | $3.54M | Buy |
68,407
+9,202
| +16% | +$477K | 2.28% | 10 |
|
|
2016
Q4 | $3.05M | Buy |
59,205
+9,191
| +18% | +$473K | 1.72% | 17 |
|
|
2016
Q3 | $2.67M | Buy |
50,014
+6,509
| +15% | +$348K | 1.51% | 21 |
|
|
2016
Q2 | $2.33M | Buy |
43,505
+4,800
| +12% | +$258K | 1.33% | 24 |
|
|
2016
Q1 | $2.04M | Buy |
+38,705
| New | +$2.04M | 1.19% | 26 |
|