Key Financial Inc’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.53K	Hold	198	–	–	﹤0.01%	884
2026 Q1	$9.26K	Hold	198	–	–	﹤0.01%	899
2025 Q4	$9.02K	Hold	198	–	–	﹤0.01%	909
2025 Q3	$9.04K	Hold	198	–	–	﹤0.01%	905
2025 Q2	$8.43K	Hold	198	–	–	﹤0.01%	903
2025 Q1	$7.1K	Buy	198 +111	+128%	+$3.96K	﹤0.01%	908
2024 Q4	$2.99K	Hold	87	–	–	﹤0.01%	1097
2024 Q3	$3.35K	Hold	87	–	–	﹤0.01%	1043
2024 Q2	$3.1K	Hold	87	–	–	﹤0.01%	1055
2024 Q1	$3.12K	Hold	87	–	–	﹤0.01%	1042
2023 Q4	$3.04K	Hold	87	–	–	﹤0.01%	1045
2023 Q3	$2.81K	Hold	87	–	–	﹤0.01%	1063
2023 Q2	$2.94K	Hold	87	–	–	﹤0.01%	1110
2023 Q1	$2.93K	Hold	87	–	–	﹤0.01%	896
2022 Q4	$2.41K	Hold	87	–	–	﹤0.01%	921
2022 Q3	$2K	Hold	87	–	–	﹤0.01%	970
2022 Q2	$3K	Hold	87	–	–	﹤0.01%	904
2022 Q1	$3K	Hold	87	–	–	﹤0.01%	886
2021 Q4	$4K	Hold	87	–	–	﹤0.01%	752
2021 Q3	$4K	Hold	87	–	–	﹤0.01%	744
2021 Q2	$4K	Buy	+87	New	+$3.63K	﹤0.01%	715

Other funds holding SCHC

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Key Financial Inc's SCHC Position: Q2 2026 in Review

Key Financial Inc held its Schwab International Small-Cap Equity ETF (SCHC) position steady in Q2 2026 at 198 shares worth $9.53K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Key Financial Inc first reported a position in SCHC in Q2 2021 and has held it in 21 quarters since. 525 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

Key Financial Inc held 198 shares of Schwab International Small-Cap Equity ETF worth $9.53K as of Q2 2026.
Key Financial Inc left its Schwab International Small-Cap Equity ETF share count unchanged in Q2 2026.
Schwab International Small-Cap Equity ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #884 holding.
Key Financial Inc first reported a position in Schwab International Small-Cap Equity ETF in Q2 2021 and has held it in 21 quarters since.
525 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

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