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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
Q2 		$147K Hold
5,087
– – 0.02% 355
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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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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 $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 Financial Inc's SCHB Position: Q2 2026 in Review

Key Financial Inc held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 5,087 shares worth $147K. The position accounts for 0.02% of the portfolio, ranked #355.

Key Financial Inc first reported a position in SCHB in Q2 2022 and has held it in 17 quarters since. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Key Financial Inc held 5,087 shares of Schwab US Broad Market ETF worth $147K as of Q2 2026.
  • Key Financial Inc left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.02% of Key Financial Inc's portfolio in Q2 2026, its #355 holding.
  • Key Financial Inc first reported a position in Schwab US Broad Market ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.