Kelly Financial Group LLC Schwab Us Aggregate Bond ETF Transaction History

Kelly Financial Group LLC

  • $377 Billion
  • Q3 2025

A detailed history of Kelly Financial Group LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Kelly Financial Group LLC holds 8,701 shares of SCHZ stock, worth $203,603. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,701
Previous 8,893 2.16%
Holding current value
$203,603
Previous $207 Million 1.19%
% of portfolio
0.05%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
$22.9 - $23.58 $4,396 - $4,527
-192 Reduced 2.16%
8,701 $204 Million
Q2 2025

Jul 15, 2025
BUY
$22.68 - $23.28 $201,693 - $207,029
8,893 New
8,893 $207 Million
Q4 2024

Feb 06, 2025
BUY
$22.63 - $47.53 $201,090 - $422,351
8,886 New
8,886 $202 Million

Others Institutions Holding SCHZ

# of Institutions
707
Shares Held
174M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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