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Key Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Key Capital Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-339
Closed -$8.89K – 753
2025
Q4 		$8.89K Buy
+339
New +$8.82K 0.01% 277

Other funds holding SCHB

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Key Capital Management's SCHB Position: Q1 2026 in Review

Key Capital Management sold out of Schwab US Broad Market ETF (SCHB) in Q1 2026, closing a stake of 339 shares — an estimated $8.89K sold.

Key Capital Management first reported a position in SCHB in Q4 2025 and held it in 1 quarter. The position peaked at $8.89K in Q4 2025. 1,311 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Key Capital Management reported no remaining Schwab US Broad Market ETF position as of Q1 2026 after selling out during the quarter.
  • Key Capital Management sold 339 Schwab US Broad Market ETF shares in Q1 2026, an estimated $8.89K.
  • Key Capital Management first reported a position in Schwab US Broad Market ETF in Q4 2025 and held it in 1 quarter.
  • Key Capital Management's Schwab US Broad Market ETF position peaked at $8.89K in Q4 2025.
  • 1,311 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Key Capital Management's 13F filing for Q1 2026, filed 7 May 2026.