Kelly Financial Services LLC Schwab Strategic Tr Intl Divid Transaction History

Kelly Financial Services LLC

$258 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	BUY	$23.23 - $24.96 $2,206 - $2,371	95 Added 9500.0%	96 $2,000
Q1 2024 Jul 17, 2024	BUY	$23.78 - $24.68 $23 - $24	1 New	1 $0

Others Institutions Holding SCHY

# of Institutions

126

Shares Held

9.64M

Call Options Held

0

Put Options Held

0

Cresset Asset Management, LLC Chicago, IL

1.98M
Shares

$45.8 Million
0.2% of portfolio
Summit Asset Management, LLC Memphis, TN

841K
Shares

$19.4 Million
2.54% of portfolio
Souders Financial Advisors

525K
Shares

$12.1 Million
2.01% of portfolio
Pathstone Family Office, LLC Englewood, NJ

377K
Shares

$8.71 Million
0.06% of portfolio
Envestnet Asset Management Inc

328K
Shares

$7.57 Million
0.0% of portfolio

About SCHWAB STRATEGIC TR INTL DIVID

Ticker SCHY
Sector ETFs
Industry ETFs

More about SCHY

Track This Portfolio

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.