Kelly Financial Services LLC Schwab Intermediate Term Us Tr Transaction History

Kelly Financial Services LLC

  • $328 Million
  • Q4 2025

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 324,019 shares of SCHR stock, worth $8.14 Million. This represents 2.48% of its overall portfolio holdings.

Number of Shares
324,019
Previous 270,419 19.82%
Holding current value
$8.14 Million
Previous $6.8 Million 19.74%
% of portfolio
2.48%
Previous 2.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
BUY
$25.03 - $25.34 $1.34 Million - $1.36 Million
53,600 Added 19.82%
324,019 $8.14 Million
Q3 2025

Oct 14, 2025
BUY
$24.69 - $25.26 $1.22 Million - $1.25 Million
49,308 Added 22.3%
270,419 $6.8 Million
Q2 2025

Jul 17, 2025
BUY
$24.54 - $25.07 $363,044 - $370,885
14,794 Added 7.17%
221,111 $5.53 Million
Q1 2025

Apr 15, 2025
BUY
$24.05 - $24.86 $1.02 Million - $1.05 Million
42,249 Added 25.75%
206,317 $5.12 Million
Q4 2024

Jan 15, 2025
BUY
$24.19 - $50.58 $3.97 Million - $8.3 Million
164,068 New
164,068 $3.99 Million
Q3 2024

Oct 08, 2024
BUY
$48.4 - $50.91 $2.44 Million - $2.57 Million
50,477 New
50,477 $2.55 Million
Q2 2022

Jul 17, 2024
SELL
$50.08 - $52.78 $851 - $897
-17 Closed
0 $0
Q4 2021

Jul 17, 2024
BUY
$55.82 - $56.81 $55 - $56
1 Added 6.25%
17 $929,000
Q3 2021

Jul 17, 2024
SELL
$56.59 - $57.62 $52,062 - $53,010
-920 Reduced 98.29%
16 $935,000
Q2 2021

Jul 17, 2024
BUY
$56.38 - $57.16 $51,869 - $52,587
920 Added 5750.0%
936 $16,000
Q3 2019

Jul 17, 2024
BUY
$54.92 - $55.68 $878 - $890
16 New
16 $889,000

Others Institutions Holding SCHR

# of Institutions
516
Shares Held
386M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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