Kelleher Financial Advisors’s Charles Schwab SCHW Stock Holding History

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

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$507K	Buy
2022 Q3	–	Sell
2022 Q2	$924K	Buy
2021 Q4	–	Sell
2021 Q3	$1.07M	Buy