Key Financial Inc’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Key Financial Inc’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$150K	Hold	5,171	–	–	0.03%	335
2025 Q4	$147K	Sell	5,171 -80	-2%	-$2.26K	0.03%	337
2025 Q3	$147K	Sell	5,251 -26	-0.5%	-$695	0.03%	337
2025 Q2	$134K	Buy	5,277 +80	+2%	+$1.89K	0.03%	337
2025 Q1	$122K	Buy	5,197 +233	+5%	+$5.94K	0.03%	329
2024 Q4	$128K	Hold	4,964	–	–	0.03%	314
2024 Q3	$128K	Hold	4,964	–	–	0.03%	311
2024 Q2	$118K	Hold	4,964	–	–	0.03%	310
2024 Q1	$122K	Buy	4,964 +220	+5%	+$5.15K	0.03%	283
2023 Q4	$112K	Hold	4,744	–	–	0.03%	288
2023 Q3	$98.2K	Hold	4,744	–	–	0.03%	297
2023 Q2	$104K	Hold	4,744	–	–	0.03%	287
2023 Q1	$99.5K	Sell	4,744 -104	-2%	-$2.23K	0.04%	284
2022 Q4	$91.6K	Hold	4,848	–	–	0.04%	256
2022 Q3	$92K	Buy	4,848 +156	+3%	+$3.26K	0.04%	259
2022 Q2	$93K	Buy	+4,692	New	+$100K	0.05%	254
2021 Q4	–	Sell	-396	Closed	-$10K	–	993
2021 Q3	$10K	Hold	396	–	–	0.01%	583
2021 Q2	$10K	Buy	+396	New	+$10.1K	0.01%	573

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Key Financial Inc's SCHA Position: Q1 2026 in Review

Key Financial Inc held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 5,171 shares worth $150K. The position accounts for 0.03% of the portfolio, ranked #335.

Key Financial Inc first reported a position in SCHA in Q2 2021 and has held it in 18 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Key Financial Inc held 5,171 shares of Schwab U.S Small- Cap ETF worth $150K as of Q1 2026.
Key Financial Inc left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
Schwab U.S Small- Cap ETF made up 0.03% of Key Financial Inc's portfolio in Q1 2026, its #335 holding.
Key Financial Inc first reported a position in Schwab U.S Small- Cap ETF in Q2 2021 and has held it in 18 quarters since.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.