Kelly Financial Group LLC Schwab Strategic Tr Us Large C Transaction History

Kelly Financial Group LLC

  • $346 Billion
  • Q2 2025

A detailed history of Kelly Financial Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Kelly Financial Group LLC holds 53,640 shares of SCHV stock, worth $1.55 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
53,640
Previous 90,384 40.65%
Holding current value
$1.55 Million
Previous $2.4 Billion 38.22%
% of portfolio
0.43%
Previous 0.75%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$23.55 - $27.67 $865,321 - $1.02 Million
-36,744 Reduced 40.65%
53,640 $1.48 Billion
Q1 2025

Apr 16, 2025
SELL
$25.77 - $27.6 $281,872 - $301,888
-10,938 Reduced 10.8%
90,384 $2.4 Billion
Q4 2024

Feb 06, 2025
BUY
$25.79 - $80.4 $2.61 Million - $8.15 Million
101,322 New
101,322 $2.64 Billion

Others Institutions Holding SCHV

# of Institutions
962
Shares Held
342M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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

Track Kelly Financial Group LLC Portfolio

Follow Kelly Financial Group 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 Group LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email