Kelly Financial Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Kelly Financial Group’s Portfolio SCHR Stock Details SCHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.93M	Buy	118,832 +6,962	+6%	+$172K	0.65%	26
2026 Q1	$2.79M	Buy	111,870 +24,687	+28%	+$619K	0.7%	25
2025 Q4	$2.19M	Buy	87,183 +633	+0.7%	+$15.9K	0.56%	25
2025 Q3	$2.18M	Buy	86,550 +3,146	+4%	+$78.6K	0.58%	25
2025 Q2	$2.09M	Sell	83,404 -2,411	-3%	-$59.7K	0.6%	25
2025 Q1	$2.13M	Sell	85,815 -1,353	-2%	-$33.1K	0.67%	28
2024 Q4	$2.12M	Buy	+87,168	New	+$2.14M	0.75%	25

Other funds holding SCHR

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

BWL

Beacon Wealthcare LLC Raleigh, North Carolina $312M AUM 14.94% 1-Year Est. Return

WFS

Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return

Kelly Financial Group's SCHR Position: Q2 2026 in Review

Kelly Financial Group increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 6.2% in Q2 2026, buying an estimated $172K and bringing the position to 118,832 shares worth $2.93M. The position accounts for 0.65% of the portfolio, ranked #26.

Kelly Financial Group first reported a position in SCHR in Q4 2024 and has held it in 7 quarters since. 86 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Kelly Financial Group held 118,832 shares of Schwab Intermediately-Term US Treasury ETF worth $2.93M as of Q2 2026.
Kelly Financial Group bought 6,962 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $172K.
Schwab Intermediately-Term US Treasury ETF made up 0.65% of Kelly Financial Group's portfolio in Q2 2026, its #26 holding.
Kelly Financial Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
86 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.