Kelly Financial Group LLC Schwab Intermediate Term Us Tr Transaction History

Kelly Financial Group LLC

  • $320 Billion
  • Q1 2025

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 85,815 shares of SCHR stock, worth $2.12 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
85,815
Previous 87,168 1.55%
Holding current value
$2.12 Million
Previous $2.12 Billion 0.76%
% of portfolio
0.67%
Previous 0.75%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
$24.05 - $24.86 $32,539 - $33,635
-1,353 Reduced 1.55%
85,815 $2.13 Billion
Q4 2024

Feb 06, 2025
BUY
$24.19 - $50.58 $2.11 Million - $4.41 Million
87,168 New
87,168 $2.12 Billion

Others Institutions Holding SCHR

# of Institutions
476
Shares Held
360M
Call Options Held
900
Put Options Held
3.05K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
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