Kelleher Financial Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Kelleher Financial Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$809K	Hold
2025 Q1	$777K	Hold
2024 Q4	$762K	Hold
2024 Q3	$783K	Hold
2024 Q2	$722K	Hold
2024 Q1	$740K	Buy
2023 Q4	$585K	Hold
2023 Q3	$538K	Hold
2023 Q2	$560K	Hold
2023 Q1	$547K	Buy