KFA
Kelleher Financial Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Hold |
8,175
| – | – | 0.08% | 125 |
|
|
2025
Q1 | $214K | Hold |
8,175
| – | – | 0.09% | 118 |
|
|
2024
Q4 | $227K | Buy |
8,175
+5,450
| +200% | +$151K | 0.09% | 104 |
|
|
2024
Q3 | $226K | Hold |
2,725
| – | – | 0.09% | 103 |
|
|
2024
Q2 | $212K | Hold |
2,725
| – | – | 0.09% | 102 |
|
|
2024
Q1 | $222K | Hold |
2,725
| – | – | 0.09% | 110 |
|
|
2023
Q4 | $205K | Buy |
+2,725
| New | +$205K | 0.1% | 97 |
|
|
2017
Q3 | – | Sell |
-11,058
| Closed | -$532K | – | 83 |
|
|
2017
Q2 | $532K | Buy |
+11,058
| New | +$532K | 1.03% | 30 |
|