KFI
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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

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