Skip to content
Disclosery

Kelman-Lazarov, Inc.: SCHX position timeline

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

Kelman-Lazarov, Inc. held 1,022,937 SCHX 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 1,022,937 shares
    Change vs previous 13F -9,164 shares

    3.94% of the 13F portfolio, value $30,105,023.

    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 1,032,101 shares
    Change vs previous 13F +12,365 shares

    3.79% of the 13F portfolio, value $26,463,068.

    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 1,019,736 shares
    Change vs previous 13F -8,238 shares

    3.92% of the 13F portfolio, value $27,441,088.

    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 1,027,974 shares
    Change vs previous 13F -18,752 shares

    4.01% of the 13F portfolio, value $27,076,843.

    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 1,046,726 shares
    Change vs previous 13F +1,020,407 shares

    4.14% of the 13F portfolio, value $25,581,982.

    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 26,319 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $581,124.

    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).