KFS
SCHR

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

Kelly Financial Services’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 		$13M Buy
527,022
+182,904
+53% +$4.52M 2.78% 10
2026
Q1 		$8.56M Buy
344,118
+20,099
+6% +$504K 2.07% 18
2025
Q4 		$8.13M Buy
324,019
+53,600
+20% +$1.35M 2.04% 18
2025
Q3 		$6.8M Buy
270,419
+49,308
+22% +$1.23M 1.76% 18
2025
Q2 		$5.53M Buy
221,111
+14,794
+7% +$367K 1.63% 19
2025
Q1 		$5.13M Buy
206,317
+42,249
+26% +$1.03M 1.78% 15
2024
Q4 		$3.99M Buy
164,068
+63,114
+63% +$1.55M 1.44% 18
2024
Q3 		$2.55M Buy
+100,954
New +$2.52M 0.94% 26
2022
Q2 		– Sell
-34
Closed -$882 – 710
2022
Q1 		$882 Hold
34
– – ﹤0.01% 578
2021
Q4 		$929 Buy
34
+2
+6% +$56 ﹤0.01% 592
2021
Q3 		$935 Sell
32
-1,840
-98% -$52.6K ﹤0.01% 573
2021
Q2 		$16K Buy
1,872
+1,840
+5,750% +$52.2K ﹤0.01% 564
2021
Q1 		$925 Hold
32
– – ﹤0.01% 555
2020
Q4 		$954 Hold
32
– – ﹤0.01% 519
2020
Q3 		$958 Hold
32
– – ﹤0.01% 494
2020
Q2 		$955 Hold
32
– – ﹤0.01% 502
2020
Q1 		$951 Hold
32
– – ﹤0.01% 468
2019
Q4 		$885 Hold
32
– – ﹤0.01% 480
2019
Q3 		$889 Buy
+32
New +$886 ﹤0.01% 463

Other funds holding SCHR

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
DC
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

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

Kelly Financial Services increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 53% in Q2 2026, buying an estimated $4.52M and bringing the position to 527,022 shares worth $13M. The position accounts for 2.78% of the portfolio, ranked #10.

Kelly Financial Services first reported a position in SCHR in Q3 2019 and has held it in 19 quarters since. 208 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Kelly Financial Services held 527,022 shares of Schwab Intermediately-Term US Treasury ETF worth $13M as of Q2 2026.
  • Kelly Financial Services bought 182,904 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $4.52M.
  • Schwab Intermediately-Term US Treasury ETF made up 2.78% of Kelly Financial Services's portfolio in Q2 2026, its #10 holding.
  • Kelly Financial Services first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2019 and has held it in 19 quarters since.
  • 208 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

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