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Kelman-Lazarov, Inc.: SCHG position timeline

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

Kelman-Lazarov, Inc. held 1,882,199 SCHG 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 1,882,199 shares
    Change vs previous 13F +11,273 shares

    8.34% of the 13F portfolio, value $63,693,622.

    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 1,870,926 shares
    Change vs previous 13F +36,103 shares

    7.81% of the 13F portfolio, value $54,500,076.

    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 1,834,823 shares
    Change vs previous 13F -21,942 shares

    8.55% of the 13F portfolio, value $59,851,928.

    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 1,856,765 shares
    Change vs previous 13F -10,892 shares

    8.78% of the 13F portfolio, value $59,249,358.

    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 1,867,657 shares
    Change vs previous 13F +40,523 shares

    8.84% of the 13F portfolio, value $54,554,249.

    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 1,827,134 shares
    Change vs previous 13F -31,561 shares

    8.31% of the 13F portfolio, value $45,751,427.

    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 1,858,695 shares
    Change vs previous 13F +1,367,719 shares

    9.32% of the 13F portfolio, value $51,801,827.

    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 490,976 shares
    Change vs previous 13F not available

    8.8% of the 13F portfolio, value $51,149,896.

    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).