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Key Financial Inc’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Key Financial Inc’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-157
Closed -$3.62K – 1495
2025
Q3 		$3.62K Hold
157
– – ﹤0.01% 1110
2025
Q2 		$3.57K Hold
157
– – ﹤0.01% 1094
2025
Q1 		$3.53K Buy
+157
New +$3.49K ﹤0.01% 1069

Other funds holding SCHI

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return

Key Financial Inc's SCHI Position: Q4 2025 in Review

Key Financial Inc sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2025, closing a stake of 157 shares — an estimated $3.62K sold.

Key Financial Inc first reported a position in SCHI in Q1 2025 and held it in 3 quarters. The position peaked at $3.62K in Q3 2025. 230 funds tracked by Wall St. Rank hold SCHI as of Q4 2025.

  • Key Financial Inc reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Key Financial Inc sold 157 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2025, an estimated $3.62K.
  • Key Financial Inc first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2025 and held it in 3 quarters.
  • Key Financial Inc's Schwab 5-10 Year Corporate Bond ETF position peaked at $3.62K in Q3 2025.
  • 230 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2025.

Based on Key Financial Inc's 13F filing for Q4 2025, filed 9 Feb 2026.