KFI
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Key Financial Inc’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Key Financial Inc’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$876K Buy
28,560
+3,220
+13% +$97.7K 0.16% 123
2025
Q4 		$695K Hold
25,340
– – 0.13% 140
2025
Q3 		$698K Hold
25,340
– – 0.13% 138
2025
Q2 		$672K Buy
25,340
+302
+1% +$7.89K 0.14% 132
2025
Q1 		$700K Hold
25,038
– – 0.15% 123
2024
Q4 		$684K Hold
25,038
– – 0.16% 118
2024
Q3 		$705K Hold
25,038
– – 0.16% 118
2024
Q2 		$649K Hold
25,038
– – 0.16% 117
2024
Q1 		$673K Hold
25,038
– – 0.17% 107
2023
Q4 		$635K Buy
25,038
+87
+0.3% +$2.07K 0.17% 103
2023
Q3 		$589K Sell
24,951
-177
-0.7% -$4.34K 0.2% 96
2023
Q2 		$608K Buy
25,128
+504
+2% +$12K 0.2% 94
2023
Q1 		$600K Buy
24,624
+777
+3% +$19.4K 0.22% 88
2022
Q4 		$528K Hold
23,847
– – 0.25% 78
2022
Q3 		$528K Hold
23,847
– – 0.25% 78
2022
Q2 		$574K Buy
23,847
+9,084
+62% +$231K 0.31% 60
2022
Q1 		$388K Hold
14,763
– – 0.19% 102
2021
Q4 		$398K Sell
14,763
-639
-4% -$16.6K 0.2% 99
2021
Q3 		$381K Buy
15,402
+1,800
+13% +$45.7K 0.22% 94
2021
Q2 		$345K Hold
13,602
– – 0.19% 102
2021
Q1 		$331K Buy
13,602
+13,005
+2,178% +$296K 0.22% 93
2020
Q4 		$13K Buy
+597
New +$12.1K 0.01% 436
2020
Q2 		– Sell
-597
Closed -$9K – 521
2020
Q1 		$9K Buy
+597
New +$10.7K 0.01% 420

Other funds holding SCHD

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Key Financial Inc increased its Schwab US Dividend Equity ETF (SCHD) stake by 13% in Q1 2026, buying an estimated $97.7K and bringing the position to 28,560 shares worth $876K. The position accounts for 0.16% of the portfolio, ranked #123.

Key Financial Inc first reported a position in SCHD in Q1 2020 and has held it in 23 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Key Financial Inc held 28,560 shares of Schwab US Dividend Equity ETF worth $876K as of Q1 2026.
  • Key Financial Inc bought 3,220 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $97.7K.
  • Schwab US Dividend Equity ETF made up 0.16% of Key Financial Inc's portfolio in Q1 2026, its #123 holding.
  • Key Financial Inc first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 23 quarters since.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

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