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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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Key Financial Inc held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q1 2026 at 452 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

Key Financial Inc first reported a position in SCHE in Q1 2020 and has held it in 23 quarters since. The position peaked at $15.2K in Q3 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Key Financial Inc held 452 shares of Schwab Emerging Markets Equity ETF worth $14.9K as of Q1 2026.
  • Key Financial Inc left its Schwab Emerging Markets Equity ETF share count unchanged in Q1 2026.
  • Schwab Emerging Markets Equity ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #793 holding.
  • Key Financial Inc first reported a position in Schwab Emerging Markets Equity ETF in Q1 2020 and has held it in 23 quarters since.
  • Key Financial Inc's Schwab Emerging Markets Equity ETF position peaked at $15.2K in Q3 2025.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

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