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 $1.5 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
53,640
Previous 90,384 40.65%
Holding current value
$1.5 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

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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