Kelly Financial Services LLC Schwab Intermediate Term Us Tr Transaction History

Kelly Financial Services LLC

$325 Million
Q3 2025

A detailed history of Kelly Financial Services LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Kelly Financial Services LLC holds 270,419 shares of SCHR stock, worth $6.79 Million. This represents 2.09% of its overall portfolio holdings.

Number of Shares

270,419

Previous 221,111 22.3%

Holding current value

$6.79 Million

Previous $5.53 Million 22.79%

% of portfolio

2.09%

Previous 1.84%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$24.69 - $25.26 $1.22 Million - $1.25 Million	49,308 Added 22.3%	270,419 $6.8 Million
Q2 2025 Jul 17, 2025	BUY	$24.54 - $25.07 $363,044 - $370,885	14,794 Added 7.17%	221,111 $5.53 Million
Q1 2025 Apr 15, 2025	BUY	$24.05 - $24.86 $1.02 Million - $1.05 Million	42,249 Added 25.75%	206,317 $5.12 Million
Q4 2024 Jan 15, 2025	BUY	$24.19 - $50.58 $3.97 Million - $8.3 Million	164,068 New	164,068 $3.99 Million
Q3 2024 Oct 08, 2024	BUY	$48.4 - $50.91 $2.44 Million - $2.57 Million	50,477 New	50,477 $2.55 Million

Q2 2022 Jul 17, 2024	SELL	$50.08 - $52.78 $851 - $897	-17 Closed	0 $0
Q4 2021 Jul 17, 2024	BUY	$55.82 - $56.81 $55 - $56	1 Added 6.25%	17 $929,000
Q3 2021 Jul 17, 2024	SELL	$56.59 - $57.62 $52,062 - $53,010	-920 Reduced 98.29%	16 $935,000
Q2 2021 Jul 17, 2024	BUY	$56.38 - $57.16 $51,869 - $52,587	920 Added 5750.0%	936 $16,000
Q3 2019 Jul 17, 2024	BUY	$54.92 - $55.68 $878 - $890	16 New	16 $889,000

Others Institutions Holding SCHR

# of Institutions

515

Shares Held

385M

Call Options Held

Put Options Held

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About SCHWAB INTERMEDIATE-TERM US TR

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Kelly Financial Services LLC Schwab Intermediate Term Us Tr Transaction History