Kelly Financial Services LLC Schwab Strategic Tr Us Large C Transaction History
Kelly Financial Services LLC
- $258 Million
- Q4 2024
Shares
5 transactions
Others Institutions Holding SCHX
# of Institutions
1,476Shares Held
1.08BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.62 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.85 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$787 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$719 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$587 Million8.63% of portfolio