Kelly Financial Services LLC Schwab Strategic Tr Us Dividen Transaction History

Kelly Financial Services LLC

  • $268 Million
  • Q2 2024

A detailed history of Kelly Financial Services LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Kelly Financial Services LLC holds 97 shares of SCHD stock, worth $8,198. This represents 0.0% of its overall portfolio holdings.

Number of Shares
97
Previous 6,661 98.54%
Holding current value
$8,198
Previous $537,000 98.7%
% of portfolio
0.0%
Previous 0.21%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$75.81 - $80.15 $497,616 - $526,104
-6,564 Reduced 98.54%
97 $7,000
Q1 2024

Jul 17, 2024
BUY
$75.25 - $80.63 $35,292 - $37,815
469 Added 7.57%
6,661 $537,000
Q4 2023

Jul 17, 2024
BUY
$66.9 - $76.32 $93,325 - $106,466
1,395 Added 29.08%
6,192 $471 Million
Q3 2023

Jul 17, 2024
SELL
$70.63 - $75.66 $918 - $983
-13 Reduced 0.27%
4,797 $339 Million
Q2 2023

Jul 17, 2024
BUY
$69.18 - $73.94 $174,195 - $186,180
2,518 Added 109.86%
4,810 $349 Million
Q1 2023

Jul 17, 2024
BUY
$70.28 - $78.03 $161,081 - $178,844
2,292 New
2,292 $168 Million

Others Institutions Holding SCHD

# of Institutions
1,658
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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