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Kelleher Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Kelleher Financial Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$180K Buy
6,228
+3,114
+100% +$87.2K 0.03% 301
2026
Q1 		$78.2K Hold
3,114
– – 0.02% 323
2025
Q4 		$81.7K Hold
3,114
– – 0.02% 340
2025
Q3 		$80.1K Buy
+3,114
New +$77.1K 0.02% 282
2017
Q3 		– Sell
-249,240
Closed -$2.43M – 82
2017
Q2 		$2.43M Buy
+249,240
New +$2.41M 4.68% 4

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Kelleher Financial Advisors's SCHB Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 100% in Q2 2026, buying an estimated $87.2K and bringing the position to 6,228 shares worth $180K. The position accounts for 0.03% of the portfolio, ranked #301.

Kelleher Financial Advisors first reported a position in SCHB in Q2 2017 and has held it in 5 quarters since. The position peaked at $2.43M in Q2 2017. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Kelleher Financial Advisors held 6,228 shares of Schwab US Broad Market ETF worth $180K as of Q2 2026.
  • Kelleher Financial Advisors bought 3,114 Schwab US Broad Market ETF shares in Q2 2026, an estimated $87.2K.
  • Schwab US Broad Market ETF made up 0.03% of Kelleher Financial Advisors's portfolio in Q2 2026, its #301 holding.
  • Kelleher Financial Advisors first reported a position in Schwab US Broad Market ETF in Q2 2017 and has held it in 5 quarters since.
  • Kelleher Financial Advisors's Schwab US Broad Market ETF position peaked at $2.43M in Q2 2017.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.