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Disclosery

Kelman-Lazarov, Inc.: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kelman-Lazarov, Inc. on SCHA, newest first. How the timeline and the estimate are built.

Kelman-Lazarov, Inc. held 62,142 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,142 shares
    Change vs previous 13F -2,252 shares

    0.29% of the 13F portfolio, value $2,245,175.

    13F-HR 0001398344-26-013958 filed by Kelman-Lazarov, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 64,394 shares
    Change vs previous 13F -164 shares

    0.27% of the 13F portfolio, value $1,872,572.

    13F-HR 0001398344-26-007296 filed by Kelman-Lazarov, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 64,558 shares
    Change vs previous 13F +587 shares

    0.26% of the 13F portfolio, value $1,838,601.

    13F-HR 0001398344-26-001181 filed by Kelman-Lazarov, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 63,971 shares
    Change vs previous 13F +70 shares

    0.26% of the 13F portfolio, value $1,784,791.

    13F-HR 0001398344-25-020737 filed by Kelman-Lazarov, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 63,901 shares
    Change vs previous 13F +47,022 shares

    0.26% of the 13F portfolio, value $1,616,702.

    13F-HR 0001398344-25-014039 filed by Kelman-Lazarov, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 16,879 shares
    Change vs previous 13F +1,577 shares

    0.07% of the 13F portfolio, value $395,482.

    13F-HR 0001398344-25-008790 filed by Kelman-Lazarov, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,302 shares
    Change vs previous 13F +7,651 shares

    0.07% of the 13F portfolio, value $395,710.

    13F-HR 0001398344-25-002653 filed by Kelman-Lazarov, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,651 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $394,027.

    13F-HR 0001398344-24-020340 filed by Kelman-Lazarov, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).