Kelly Financial Group LLC Schwab Intermediate Term Us Tr Transaction History

Kelly Financial Group LLC

  • $393 Billion
  • Q4 2025

A detailed history of Kelly Financial Group LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Kelly Financial Group LLC holds 87,183 shares of SCHR stock, worth $2.19 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
87,183
Previous 86,550 0.73%
Holding current value
$2.19 Million
Previous $2.18 Billion 0.53%
% of portfolio
0.56%
Previous 0.58%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
BUY
$25.03 - $25.34 $15,843 - $16,040
633 Added 0.73%
87,183 $2.19 Billion
Q3 2025

Oct 22, 2025
BUY
$24.69 - $25.26 $77,674 - $79,467
3,146 Added 3.77%
86,550 $2.18 Billion
Q2 2025

Jul 15, 2025
SELL
$24.54 - $25.07 $59,165 - $60,443
-2,411 Reduced 2.81%
83,404 $2.09 Billion
Q1 2025

Apr 16, 2025
SELL
$24.05 - $24.86 $32,539 - $33,635
-1,353 Reduced 1.55%
85,815 $2.13 Billion
Q4 2024

Feb 06, 2025
BUY
$24.19 - $50.58 $2.11 Million - $4.41 Million
87,168 New
87,168 $2.12 Billion

Others Institutions Holding SCHR

# of Institutions
518
Shares Held
389M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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