Kelly Financial Services LLC Schwab Intermediate Term Us Tr Transaction History

Kelly Financial Services LLC

  • $258 Million
  • Q4 2024

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 164,068 shares of SCHR stock, worth $4 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares
164,068
Holding current value
$4 Million
% of portfolio
1.54%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
417
Shares Held
322M
Call Options Held
1.2K
Put Options Held
16.7K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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