Key Financial Inc
SCHF icon

Key Financial Inc’s Schwab International Equity ETF SCHF Stock Holding History

Key Financial Inc’s Portfolio SCHF Stock Details SCHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$348K Hold
12,682
– – 0.06% 226
2026
Q2 		$351K Sell
12,682
-6,842
-35% -$184K 0.06% 228
2026
Q1 		$483K Sell
19,524
-1,747
-8% -$44.4K 0.09% 183
2025
Q4 		$511K Buy
21,271
+4
+0% +$95 0.09% 171
2025
Q3 		$499K Hold
21,267
– – 0.09% 168
2025
Q2 		$470K Buy
21,267
+80
+0.4% +$1.67K 0.09% 172
2025
Q1 		$419K Buy
21,187
+457
+2% +$8.96K 0.09% 178
2024
Q4 		$383K Buy
20,730
+134
+0.7% +$2.62K 0.09% 176
2024
Q3 		$423K Hold
20,596
– – 0.09% 173
2024
Q2 		$396K Buy
20,596
+14,162
+220% +$274K 0.09% 166
2024
Q1 		$126K Buy
6,434
+270
+4% +$5.05K 0.03% 279
2023
Q4 		$114K Buy
6,164
+4
+0.1% +$69 0.03% 287
2023
Q3 		$105K Sell
6,160
-282
-4% -$4.98K 0.04% 277
2023
Q2 		$115K Hold
6,442
– – 0.04% 268
2023
Q1 		$112K Buy
6,442
+4
+0.1% +$68 0.04% 263
2022
Q4 		$90.6K Hold
6,438
– – 0.04% 258
2022
Q3 		$91K Buy
6,438
+5,910
+1,119% +$92.8K 0.04% 261
2022
Q2 		$8K Buy
528
+342
+184% +$5.82K ﹤0.01% 695
2022
Q1 		$3K Hold
186
– – ﹤0.01% 887
2021
Q4 		$4K Sell
186
-372
-67% -$7.3K ﹤0.01% 753
2021
Q3 		$11K Buy
558
+46
+9% +$915 0.01% 566
2021
Q2 		$10K Buy
512
+58
+13% +$1.15K 0.01% 574
2021
Q1 		$9K Sell
454
-138
-23% -$2.57K 0.01% 509
2020
Q4 		$11K Buy
+592
New +$10K 0.01% 449

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Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Key Financial Inc's SCHF Position: Q3 2026 in Review

Key Financial Inc held its Schwab International Equity ETF (SCHF) position steady in Q3 2026 at 12,682 shares worth $348K. The position accounts for 0.06% of the portfolio, ranked #226.

Key Financial Inc first reported a position in SCHF in Q4 2020 and has held it in 24 quarters since. The position peaked at $511K in Q4 2025. 1,449 funds tracked by Wall St. Rank hold SCHF as of Q3 2026.

  • Key Financial Inc held 12,682 shares of Schwab International Equity ETF worth $348K as of Q3 2026.
  • Key Financial Inc left its Schwab International Equity ETF share count unchanged in Q3 2026.
  • Schwab International Equity ETF made up 0.06% of Key Financial Inc's portfolio in Q3 2026, its #226 holding.
  • Key Financial Inc first reported a position in Schwab International Equity ETF in Q4 2020 and has held it in 24 quarters since.
  • Key Financial Inc's Schwab International Equity ETF position peaked at $511K in Q4 2025.
  • 1,449 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.