Key Financial Inc’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-64	Closed	-$1.56K	–	1496
2025 Q3	$1.56K	Hold	64	–	–	﹤0.01%	1223
2025 Q2	$1.56K	Hold	64	–	–	﹤0.01%	1214
2025 Q1	$1.56K	Hold	64	–	–	﹤0.01%	1173
2024 Q4	$1.54K	Hold	64	–	–	﹤0.01%	1181
2024 Q3	$1.57K	Hold	64	–	–	﹤0.01%	1139
2024 Q2	$1.54K	Hold	64	–	–	﹤0.01%	1136
2024 Q1	$1.54K	Hold	64	–	–	﹤0.01%	1132
2023 Q4	$1.55K	Hold	64	–	–	﹤0.01%	1129
2023 Q3	$1.53K	Buy	+64	New	+$1.53K	﹤0.01%	1143

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Key Financial Inc sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2025, closing a stake of 64 shares — an estimated $1.56K sold.

Key Financial Inc first reported a position in SCHO in Q3 2023 and held it in 9 quarters. The position peaked at $1.57K in Q3 2024. 683 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

Key Financial Inc reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
Key Financial Inc sold 64 Schwab Short-Term US Treasury ETF shares in Q4 2025, an estimated $1.56K.
Key Financial Inc first reported a position in Schwab Short-Term US Treasury ETF in Q3 2023 and held it in 9 quarters.
Key Financial Inc's Schwab Short-Term US Treasury ETF position peaked at $1.57K in Q3 2024.
683 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2025.

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