Kelly Financial Group LLC Schwab Intermediate Term Us Tr Transaction History

Kelly Financial Group LLC

  • $377 Billion
  • Q3 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 86,550 shares of SCHR stock, worth $2.17 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
86,550
Previous 83,404 3.77%
Holding current value
$2.17 Million
Previous $2.09 Billion 4.19%
% of portfolio
0.58%
Previous 0.6%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
515
Shares Held
385M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
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