Kelly Financial Group LLC Schwab Strategic Tr Us Large C Transaction History
Kelly Financial Group LLC
- $393 Billion
- Q4 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 47,440 shares of SCHV stock, worth $1.38 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
47,440
Previous 48,558
2.3%
Holding current value
$1.38 Million
Previous $1.41 Billion
0.62%
% of portfolio
0.36%
Previous 0.37%
Shares
5 transactions
Others Institutions Holding SCHV
# of Institutions
980Shares Held
359MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA51.9MShares$1.5 Billion2.89% of portfolio
-
Sei Investments CO Oaks, PA44.4MShares$1.29 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL35.1MShares$1.02 Billion10.7% of portfolio
-
Envestnet Asset Management Inc16.7MShares$484 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12.1MShares$350 Million0.52% of portfolio