Key Financial Inc’s Schwab US TIPS ETF SCHP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$76.9K	Sell	2,888 -44	-2%	-$1.17K	0.01%	452
2025 Q4	$77.7K	Hold	2,932	–	–	0.01%	441
2025 Q3	$78.9K	Buy	2,932 +2,462	+524%	+$65.9K	0.01%	435
2025 Q2	$12.5K	Hold	470	–	–	﹤0.01%	792
2025 Q1	$12.6K	Hold	470	–	–	﹤0.01%	763
2024 Q4	$12.1K	Buy	470 +44	+10%	+$1.16K	﹤0.01%	775
2024 Q3	$11.4K	Hold	426	–	–	﹤0.01%	759
2024 Q2	$11.1K	Hold	426	–	–	﹤0.01%	745
2024 Q1	$11.1K	Hold	426	–	–	﹤0.01%	730
2023 Q4	$11.1K	Hold	426	–	–	﹤0.01%	711
2023 Q3	$10.8K	Hold	426	–	–	﹤0.01%	692
2023 Q2	$11.2K	Hold	426	–	–	﹤0.01%	688
2023 Q1	$11.4K	Hold	426	–	–	﹤0.01%	646
2022 Q4	$11K	Hold	426	–	–	0.01%	609
2022 Q3	$11K	Sell	426 -722	-63%	-$20.1K	0.01%	615
2022 Q2	$32K	Buy	1,148 +426	+59%	+$12.4K	0.02%	433
2022 Q1	$22K	Hold	722	–	–	0.01%	486
2021 Q4	$23K	Hold	722	–	–	0.01%	466
2021 Q3	$23K	Hold	722	–	–	0.01%	449
2021 Q2	$23K	Buy	+722	New	+$22.4K	0.01%	446

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Key Financial Inc's SCHP Position: Q1 2026 in Review

Key Financial Inc reduced its Schwab US TIPS ETF (SCHP) stake by 1.5% in Q1 2026, selling an estimated $1.17K and leaving 2,888 shares worth $76.9K. The position accounts for 0.01% of the portfolio, ranked #452.

Key Financial Inc first reported a position in SCHP in Q2 2021 and has held it in 20 quarters since. The position peaked at $78.9K in Q3 2025. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

Key Financial Inc held 2,888 shares of Schwab US TIPS ETF worth $76.9K as of Q1 2026.
Key Financial Inc sold 44 Schwab US TIPS ETF shares in Q1 2026, an estimated $1.17K.
Schwab US TIPS ETF made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #452 holding.
Key Financial Inc first reported a position in Schwab US TIPS ETF in Q2 2021 and has held it in 20 quarters since.
Key Financial Inc's Schwab US TIPS ETF position peaked at $78.9K in Q3 2025.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.