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 Q2	$906K	Buy	28,583 +23	+0.1%	+$730	0.15%	125
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

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Key Financial Inc increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.08% in Q2 2026, buying an estimated $730 and bringing the position to 28,583 shares worth $906K. The position accounts for 0.15% of the portfolio, ranked #125.

Key Financial Inc first reported a position in SCHD in Q1 2020 and has held it in 24 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Key Financial Inc held 28,583 shares of Schwab US Dividend Equity ETF worth $906K as of Q2 2026.
Key Financial Inc bought 23 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $730.
Schwab US Dividend Equity ETF made up 0.15% of Key Financial Inc's portfolio in Q2 2026, its #125 holding.
Key Financial Inc first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 24 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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