Kelly Financial Services LLC Schwab Strategic Tr Intl Divid Transaction History
Kelly Financial Services LLC
- $268 Million
- Q2 2024
A detailed history of Kelly Financial Services LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Kelly Financial Services LLC holds 96 shares of SCHY stock, worth $2,504. This represents 0.0% of its overall portfolio holdings.
Number of Shares
96
Previous 1
9500.0%
Holding current value
$2,504
Previous $0
Infinity%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHY
# of Institutions
124Shares Held
11.1MCall Options Held
0Put Options Held
100-
Cresset Asset Management, LLC Chicago, IL1.75MShares$45.7 Million0.17% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.05MShares$27.4 Million0.0% of portfolio
-
Summit Asset Management, LLC Memphis, TN828KShares$21.6 Million2.31% of portfolio
-
Souders Financial Advisors541KShares$14.1 Million2.0% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.84 Million0.06% of portfolio