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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
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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: Q1 2026 in Review

Kelleher Financial Advisors held its Schwab US Mid-Cap ETF (SCHM) position steady in Q1 2026 at 8,175 shares worth $253K. The position accounts for 0.06% of the portfolio, ranked #176.

Kelleher Financial Advisors first reported a position in SCHM in Q2 2017 and has held it in 11 quarters since. The position peaked at $532K in Q2 2017. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Kelleher Financial Advisors held 8,175 shares of Schwab US Mid-Cap ETF worth $253K as of Q1 2026.
  • Kelleher Financial Advisors left its Schwab US Mid-Cap ETF share count unchanged in Q1 2026.
  • Schwab US Mid-Cap ETF made up 0.06% of Kelleher Financial Advisors's portfolio in Q1 2026, its #176 holding.
  • Kelleher Financial Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2017 and has held it in 11 quarters since.
  • Kelleher Financial Advisors's Schwab US Mid-Cap ETF position peaked at $532K in Q2 2017.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.