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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

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Kelly Financial Services's SCHZ Position: Q3 2024 in Review

Kelly Financial Services sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2024, closing a stake of 1,104 shares — an estimated $25.2K sold.

Kelly Financial Services first reported a position in SCHZ in Q2 2022 and held it in 9 quarters. The position peaked at $27.6K in Q2 2023. 592 funds tracked by Wall St. Rank hold SCHZ as of Q3 2024.

  • Kelly Financial Services reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 1,104 Schwab US Aggregate Bond ETF shares in Q3 2024, an estimated $25.2K.
  • Kelly Financial Services first reported a position in Schwab US Aggregate Bond ETF in Q2 2022 and held it in 9 quarters.
  • Kelly Financial Services's Schwab US Aggregate Bond ETF position peaked at $27.6K in Q2 2023.
  • 592 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.