Kelly Financial Group LLC Schwab Intermediate Term Us Tr Transaction History
Kelly Financial Group LLC
- $281 Billion
- Q4 2024
A detailed history of Kelly Financial Group LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Kelly Financial Group LLC holds 87,168 shares of SCHR stock, worth $2.15 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
87,168Holding current value
$2.15 Million% of portfolio
0.75%Shares
1 transactions
Others Institutions Holding SCHR
# of Institutions
445Shares Held
356MCall Options Held
2.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.35 Billion1.0% of portfolio
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Royal Bank Of Canada Toronto, A615.9MShares$393 Million0.08% of portfolio
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Ameriprise Financial Inc Minneapolis, MN12.7MShares$312 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC8.47MShares$209 Million0.02% of portfolio
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Stifel Financial Corp St. Louis, MO7.78MShares$192 Million0.2% of portfolio