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 Q3	–	Sell	-368	Closed	-$9.8K	–	1373
2026 Q2	$9.8K	Sell	368 -2,520	-87%	-$67.2K	﹤0.01%	878
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 $42.4B AUM 11.51% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Quadratic Capital Management Greenwich, Connecticut $184M AUM 6.96% 1-Year Est. Return

Key Financial Inc's SCHP Position: Q3 2026 in Review

Key Financial Inc sold out of Schwab US TIPS ETF (SCHP) in Q3 2026, closing a stake of 368 shares — an estimated $9.8K sold.

Key Financial Inc first reported a position in SCHP in Q2 2021 and held it in 21 quarters. The position peaked at $78.9K in Q3 2025. 692 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

Key Financial Inc reported no remaining Schwab US TIPS ETF position as of Q3 2026 after selling out during the quarter.
Key Financial Inc sold 368 Schwab US TIPS ETF shares in Q3 2026, an estimated $9.8K.
Key Financial Inc first reported a position in Schwab US TIPS ETF in Q2 2021 and held it in 21 quarters.
Key Financial Inc's Schwab US TIPS ETF position peaked at $78.9K in Q3 2025.
692 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.