KFA
SCHV

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
2026
Q2 		– Sell
-29,220
Closed -$891K – 909
2026
Q1 		$891K Hold
29,220
– – 0.23% 74
2025
Q4 		$865K Hold
29,220
– – 0.2% 78
2025
Q3 		$851K Hold
29,220
– – 0.21% 75
2025
Q2 		$809K Hold
29,220
– – 0.28% 54
2025
Q1 		$777K Hold
29,220
– – 0.31% 50
2024
Q4 		$762K Hold
29,220
– – 0.29% 46
2024
Q3 		$783K Hold
29,220
– – 0.3% 49
2024
Q2 		$722K Hold
29,220
– – 0.3% 51
2024
Q1 		$740K Buy
29,220
+4,200
+17% +$101K 0.31% 51
2023
Q4 		$585K Hold
25,020
– – 0.27% 55
2023
Q3 		$538K Hold
25,020
– – 0.28% 54
2023
Q2 		$560K Hold
25,020
– – 0.32% 56
2023
Q1 		$547K Buy
+25,020
New +$556K 0.36% 53

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

Kelleher Financial Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2026, closing a stake of 29,220 shares — an estimated $891K sold.

Kelleher Financial Advisors first reported a position in SCHV in Q1 2023 and held it in 13 quarters. The position peaked at $891K in Q1 2026. 990 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Kelleher Financial Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Kelleher Financial Advisors sold 29,220 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $891K.
  • Kelleher Financial Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2023 and held it in 13 quarters.
  • Kelleher Financial Advisors's Schwab US Large-Cap Value ETF position peaked at $891K in Q1 2026.
  • 990 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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