Schwab Strategic Tr cmn shares owned by Kelly Financial Group
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Kelly Financial Group
from 13F filings
Historical chart of Kelly Financial Group investment in Schwab Strategic Tr cmn
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All positions including Schwab Strategic Tr cmn held by Kelly Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Strategic Tr cmn by Kelly Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 49k | 29.11 |
| 2025-06-30 | $1.5M | 54k | 27.67 |
| 2025-03-31 | $2.4M | 90k | 26.58 |
| 2024-12-31 | $2.6M | 101k | 26.07 |