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 $1.22 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
50,477
Holding current value
$1.22 Million
% of portfolio
0.99%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
399
Shares Held
181M
Call Options Held
1.2K
Put Options Held
16.7K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
Track This Portfolio

Track Kelly Financial Services LLC Portfolio

Follow Kelly Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kelly Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kelly Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email