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Kelman-Lazarov, Inc.: SCHF position timeline

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

Kelman-Lazarov, Inc. held 368,873 SCHF 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 368,873 shares
    Change vs previous 13F -6,804 shares

    1.34% of the 13F portfolio, value $10,217,783.

    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 375,677 shares
    Change vs previous 13F -22,917 shares

    1.33% of the 13F portfolio, value $9,297,999.

    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 398,594 shares
    Change vs previous 13F +1,988 shares

    1.37% of the 13F portfolio, value $9,582,203.

    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 396,606 shares
    Change vs previous 13F -3,847 shares

    1.37% of the 13F portfolio, value $9,232,998.

    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 400,453 shares
    Change vs previous 13F +36,218 shares

    1.43% of the 13F portfolio, value $8,850,008.

    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 364,235 shares
    Change vs previous 13F -5,077 shares

    1.31% of the 13F portfolio, value $7,204,568.

    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 369,312 shares
    Change vs previous 13F +161,901 shares

    1.23% of the 13F portfolio, value $6,832,274.

    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 207,411 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $8,528,746.

    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).