Kelly Financial Services LLC Schwab Fundamental U S Broad M Transaction History

Kelly Financial Services LLC

$265 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	BUY	$62.66 - $66.26 $11,717 - $12,390	187 Added 178.1%	292 $19,000
Q4 2023 Jul 17, 2024	BUY	$52.56 - $61.29 $5,518 - $6,435	105 New	105 $6.42 Million

Others Institutions Holding FNDB

# of Institutions

165

Shares Held

12.5M

Call Options Held

0

Put Options Held

0

Financial Consulate, Inc

1.64M
Shares

$37.9 Million
9.95% of portfolio
Callan Capital, LLC La Jolla, CA

1.34M
Shares

$30.9 Million
2.28% of portfolio
High Tower Advisors, LLC Chicago, IL

673K
Shares

$15.6 Million
0.02% of portfolio
Opes Wealth Management LLC Menlo Park, CA

635K
Shares

$14.7 Million
3.01% of portfolio
Cambridge Investment Research Advisors, Inc.

612K
Shares

$14.2 Million
0.05% of portfolio

About SCHWAB FUNDAMENTAL U S BROAD M

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