Kelly Financial Services LLC Schwab Intermediate Term Us Tr Transaction History
Kelly Financial Services LLC
- $258 Million
- Q3 2024
A detailed history of Kelly Financial Services LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Kelly Financial Services LLC holds 50,477 shares of SCHR stock, worth $1.24 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
50,477Holding current value
$1.24 Million% of portfolio
0.99%Shares
6 transactions
Others Institutions Holding SCHR
# of Institutions
402Shares Held
147MCall Options Held
2.3KPut Options Held
7.4K-
Charles Schwab Investment Management Inc San Francisco, CA83.2MShares$2.04 Billion0.78% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$248 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.67MShares$114 Million0.06% of portfolio
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Stifel Financial Corp St. Louis, MO3.74MShares$91.7 Million0.21% of portfolio
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Bergan Kdv Wealth Management, LLC1.78MShares$43.7 Million8.79% of portfolio