Key Financial Inc’s Schwab US Broad Market ETF SCHB Stock Holding History

Key Financial Inc’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	$128K	Hold	5,087	–	–	0.02%	365
2025 Q4	$133K	Buy	5,087 +4,454	+704%	+$116K	0.02%	348
2025 Q3	$16.3K	Hold	633	–	–	﹤0.01%	755
2025 Q2	$15.1K	Hold	633	–	–	﹤0.01%	756
2025 Q1	$13.6K	Hold	633	–	–	﹤0.01%	747
2024 Q4	$14.4K	Hold	633	–	–	﹤0.01%	737
2024 Q3	$14K	Hold	633	–	–	﹤0.01%	715
2024 Q2	$13.3K	Hold	633	–	–	﹤0.01%	712
2024 Q1	$12.9K	Hold	633	–	–	﹤0.01%	695
2023 Q4	$11.7K	Hold	633	–	–	﹤0.01%	700
2023 Q3	$10.5K	Hold	633	–	–	﹤0.01%	698
2023 Q2	$10.9K	Hold	633	–	–	﹤0.01%	698
2023 Q1	$10.1K	Sell	633 -891	-58%	-$13.9K	﹤0.01%	676
2022 Q4	$21.3K	Hold	1,524	–	–	0.01%	485
2022 Q3	$21K	Buy	1,524 +333	+28%	+$5.18K	0.01%	491
2022 Q2	$18K	Buy	+1,191	New	+$19.1K	0.01%	527

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Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return