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Kelly Financial Group »

Schwab Strategic Tr us aggregate b shares owned by Kelly Financial Group

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Kelly Financial Group from 13F filings

Historical chart of Kelly Financial Group investment in Schwab Strategic Tr us aggregate b

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b 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 us aggregate b by Kelly Financial Group

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$204k	8.7k	23.47
2025-06-30	$207k	8.9k	23.24
2024-12-31	$202k	8.9k	22.70

More positions owned by Kelly Financial Group

J P Morgan Exchange Traded F Betabuildrs Us (BBUS)

J P Morgan Exchange Traded F Betabuilders I (BBIN)

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)

Ishares Tr Rus 1000 Grw Etf (IWF)

Ishares Tr Core Us Aggbd Et (AGG)

J P Morgan Exchange Traded F Activebldrs Emer (JEMA)

Dimensional Etf Trust Us Targeted Vlu (DFAT)

J P Morgan Exchange Traded F Betabuilders Us (BBIB)

J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)

Dimensional Etf Trust Us Large Cap Val (DFLV)

Dimensional Etf Trust Intl Small Cap E (DFIS)

Ishares Tr Msci Usa Min Vol (USMV)

Microsoft Corporation (MSFT)

View all positions for Kelly Financial Group

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co

Rockbridge Investment Management, LCC

Honkamp Krueger Financial Services

Ameriprise Financial

Charles Schwab Trust

Financial Engines Advisors L.L.C

Total Wealth Planning

HighTower Advisors

Wealth Enhancement Advisory Services

Envestnet Asset Management

Resources Investment Advisors

Goldman Sachs Group

Kohmann Bosshard Financial Services

Pioneer Wealth Management Group

BlueSky Wealth Advisors

View all funds holding Schwab Strategic Tr us aggregate b

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