KFS
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Kelly Financial Services’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Kelly Financial Services’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,104
Closed -$25.2K – 629
2024
Q2 		$25.2K Buy
1,104
+32
+3% +$725 0.01% 302
2024
Q1 		$24.6K Buy
1,072
+56
+6% +$1.29K 0.01% 302
2023
Q4 		$23.7K Sell
1,016
-190
-16% -$4.25K 0.01% 285
2023
Q3 		$26.7K Buy
1,206
+10
+0.8% +$227 0.01% 250
2023
Q2 		$27.6K Buy
1,196
+254
+27% +$5.91K 0.01% 252
2023
Q1 		$22.1K Buy
942
+358
+61% +$8.33K 0.01% 268
2022
Q4 		$13.3K Buy
584
+258
+79% +$5.87K 0.01% 302
2022
Q3 		$7.36K Buy
326
+244
+298% +$5.81K ﹤0.01% 353
2022
Q2 		$1.96K Buy
+82
New +$1.99K ﹤0.01% 504

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