Kelly Financial Services LLC Schwab Intermediate Term Us Tr Transaction History

Kelly Financial Services LLC

$265 Million
Q1 2025

A detailed history of Kelly Financial Services LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Kelly Financial Services LLC holds 206,317 shares of SCHR stock, worth $5.17 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares

206,317

Previous 164,068 25.75%

Holding current value

$5.17 Million

Previous $3.99 Million 28.43%

% of portfolio

1.93%

Previous 1.54%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$24.05 - $24.86 $1.02 Million - $1.05 Million	42,249 Added 25.75%	206,317 $5.12 Million
Q4 2024 Jan 15, 2025	BUY	$24.19 - $50.58 $3.97 Million - $8.3 Million	164,068 New	164,068 $3.99 Million
Q3 2024 Oct 08, 2024	BUY	$48.4 - $50.91 $2.44 Million - $2.57 Million	50,477 New	50,477 $2.55 Million
Q2 2022 Jul 17, 2024	SELL	$50.08 - $52.78 $851 - $897	-17 Closed	0 $0
Q4 2021 Jul 17, 2024	BUY	$55.82 - $56.81 $55 - $56	1 Added 6.25%	17 $929,000
Q3 2021 Jul 17, 2024	SELL	$56.59 - $57.62 $52,062 - $53,010	-920 Reduced 98.29%	16 $935,000
Q2 2021 Jul 17, 2024	BUY	$56.38 - $57.16 $51,869 - $52,587	920 Added 5750.0%	936 $16,000
Q3 2019 Jul 17, 2024	BUY	$54.92 - $55.68 $878 - $890	16 New	16 $889,000

Others Institutions Holding SCHR

# of Institutions

461

Shares Held

359M

Call Options Held

2.7K

Put Options Held

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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Kelly Financial Services LLC Schwab Intermediate Term Us Tr Transaction History