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Kelly Financial Services LLC → SCHW-PJ
Kelly Financial Services LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
4
Latest value
$11.9M
Q3 2026
Peak value
$13M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $8.1M |
| Q1 2026 | $8.6M |
| Q2 2026 | $13M |
| Q3 2026 | $11.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.9M | 501.5K | — | — |
| Q2 2026 | $13M | 527.0K | — | — |
| Q1 2026 | $8.6M | 344.1K | — | — |
| Q4 2025 | $8.1M | 324.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B