Key Financial Inc’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.4K	Hold	452	–	–	﹤0.01%	761
2026 Q1	$14.9K	Hold	452	–	–	﹤0.01%	793
2025 Q4	$14.8K	Hold	452	–	–	﹤0.01%	787
2025 Q3	$15.2K	Hold	452	–	–	﹤0.01%	776
2025 Q2	$13.6K	Hold	452	–	–	﹤0.01%	773
2025 Q1	$12.5K	Buy	452 +218	+93%	+$5.97K	﹤0.01%	766
2024 Q4	$6.23K	Hold	234	–	–	﹤0.01%	923
2024 Q3	$6.83K	Hold	234	–	–	﹤0.01%	889
2024 Q2	$6.21K	Hold	234	–	–	﹤0.01%	899
2024 Q1	$5.91K	Hold	234	–	–	﹤0.01%	896
2023 Q4	$5.8K	Hold	234	–	–	﹤0.01%	880
2023 Q3	$5.6K	Hold	234	–	–	﹤0.01%	871
2023 Q2	$5.76K	Hold	234	–	–	﹤0.01%	882
2023 Q1	$5.74K	Hold	234	–	–	﹤0.01%	798
2022 Q4	$5.24K	Hold	234	–	–	﹤0.01%	783
2022 Q3	$5K	Hold	234	–	–	﹤0.01%	804
2022 Q2	$6K	Hold	234	–	–	﹤0.01%	765
2022 Q1	$6K	Hold	234	–	–	﹤0.01%	762
2021 Q4	$7K	Hold	234	–	–	﹤0.01%	666
2021 Q3	$7K	Hold	234	–	–	﹤0.01%	658
2021 Q2	$7K	Buy	234 +208	+800%	+$6.75K	﹤0.01%	646
2021 Q1	$1K	Hold	26	–	–	﹤0.01%	741
2020 Q4	$1K	Buy	+26	New	+$754	﹤0.01%	689
2020 Q2	–	Sell	-26	Closed	-$1K	–	522
2020 Q1	$1K	Buy	+26	New	+$650	﹤0.01%	653

Other funds holding SCHE

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SAG

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

RIM

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

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

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

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

Key Financial Inc held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q2 2026 at 452 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Key Financial Inc first reported a position in SCHE in Q1 2020 and has held it in 24 quarters since. 898 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Key Financial Inc held 452 shares of Schwab Emerging Markets Equity ETF worth $16.4K as of Q2 2026.
Key Financial Inc left its Schwab Emerging Markets Equity ETF share count unchanged in Q2 2026.
Schwab Emerging Markets Equity ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #761 holding.
Key Financial Inc first reported a position in Schwab Emerging Markets Equity ETF in Q1 2020 and has held it in 24 quarters since.
898 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

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