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Kelleher Financial Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Kelleher Financial Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-8,175
Closed -$253K – 906
2026
Q1 		$253K Hold
8,175
– – 0.06% 176
2025
Q4 		$246K Hold
8,175
– – 0.06% 191
2025
Q3 		$242K Hold
8,175
– – 0.06% 165
2025
Q2 		$229K Hold
8,175
– – 0.08% 125
2025
Q1 		$214K Hold
8,175
– – 0.09% 118
2024
Q4 		$227K Hold
8,175
– – 0.09% 104
2024
Q3 		$226K Hold
8,175
– – 0.09% 103
2024
Q2 		$212K Hold
8,175
– – 0.09% 102
2024
Q1 		$222K Hold
8,175
– – 0.09% 110
2023
Q4 		$205K Buy
+8,175
New +$187K 0.1% 97
2017
Q3 		– Sell
-33,174
Closed -$532K – 83
2017
Q2 		$532K Buy
+33,174
New +$527K 1.03% 30

Other funds holding SCHM

Financial Engines Advisors
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Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Kelleher Financial Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2026, closing a stake of 8,175 shares — an estimated $253K sold.

Kelleher Financial Advisors first reported a position in SCHM in Q2 2017 and held it in 11 quarters. The position peaked at $532K in Q2 2017. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Kelleher Financial Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Kelleher Financial Advisors sold 8,175 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $253K.
  • Kelleher Financial Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2017 and held it in 11 quarters.
  • Kelleher Financial Advisors's Schwab US Mid-Cap ETF position peaked at $532K in Q2 2017.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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