KFG
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.09M Sell
83,404
-2,411
-3% -$60.3K 0.6% 25
2025
Q1 		$2.13M Sell
85,815
-1,353
-2% -$33.6K 0.67% 28
2024
Q4 		$2.12M Buy
+87,168
New +$2.12M 0.75% 25