Key Financial Inc’s Schwab US REIT ETF SCHH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.12K	Buy	385 +4	+1%	+$93	﹤0.01%	898
2026 Q1	$8.19K	Sell	381 -4	-1%	-$88	﹤0.01%	925
2025 Q4	$8.04K	Buy	385 +4	+1%	+$85	﹤0.01%	934
2025 Q3	$8.22K	Hold	381	–	–	﹤0.01%	930
2025 Q2	$8.06K	Hold	381	–	–	﹤0.01%	911
2025 Q1	$8.2K	Buy	381 +93	+32%	+$1.99K	﹤0.01%	871
2024 Q4	$6.07K	Hold	288	–	–	﹤0.01%	929
2024 Q3	$6.67K	Hold	288	–	–	﹤0.01%	896
2024 Q2	$5.75K	Hold	288	–	–	﹤0.01%	923
2024 Q1	$5.85K	Hold	288	–	–	﹤0.01%	898
2023 Q4	$5.96K	Hold	288	–	–	﹤0.01%	876
2023 Q3	$5.11K	Hold	288	–	–	﹤0.01%	899
2023 Q2	$5.63K	Hold	288	–	–	﹤0.01%	892
2023 Q1	$5.62K	Hold	288	–	–	﹤0.01%	803
2022 Q4	$5.38K	Hold	288	–	–	﹤0.01%	778
2022 Q3	$5K	Hold	288	–	–	﹤0.01%	805
2022 Q2	$6K	Hold	288	–	–	﹤0.01%	766
2022 Q1	$7K	Hold	288	–	–	﹤0.01%	731
2021 Q4	$8K	Hold	288	–	–	﹤0.01%	636
2021 Q3	$7K	Buy	288 +200	+227%	+$4.77K	﹤0.01%	659
2021 Q2	$2K	Buy	88 +80	+1,000%	+$1.78K	﹤0.01%	783
2021 Q1	$0	Hold	8	–	–	﹤0.01%	798
2020 Q4	$0	Buy	+8	New	+$148	﹤0.01%	738
2020 Q2	–	Sell	-8	Closed	–	–	523
2020 Q1	$0	Buy	+8	New	+$171	﹤0.01%	718

Other funds holding SCHH

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

DUMAC Inc Durham, North Carolina $1.1B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

Key Financial Inc increased its Schwab US REIT ETF (SCHH) stake by 1% in Q2 2026, buying an estimated $93 and bringing the position to 385 shares worth $9.12K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

Key Financial Inc first reported a position in SCHH in Q1 2020 and has held it in 24 quarters since. 595 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

Key Financial Inc held 385 shares of Schwab US REIT ETF worth $9.12K as of Q2 2026.
Key Financial Inc bought 4 Schwab US REIT ETF shares in Q2 2026, an estimated $93.
Schwab US REIT ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #898 holding.
Key Financial Inc first reported a position in Schwab US REIT ETF in Q1 2020 and has held it in 24 quarters since.
595 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

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