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 $1.5 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
Others Institutions Holding SCHV
# of Institutions
935Shares Held
337MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.49 Billion3.04% of portfolio
-
Sei Investments CO Oaks, PA40.6MShares$1.13 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$920 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.5MShares$460 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$322 Million0.73% of portfolio