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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
Q2 		$9.76K 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
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Key Financial Inc's SCHP Position: Q2 2026 in Review

Key Financial Inc reduced its Schwab US TIPS ETF (SCHP) stake by 87% in Q2 2026, selling an estimated $67.2K and leaving 368 shares worth $9.76K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Key Financial Inc first reported a position in SCHP in Q2 2021 and has held it in 21 quarters since. The position peaked at $78.9K in Q3 2025. 788 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Key Financial Inc held 368 shares of Schwab US TIPS ETF worth $9.76K as of Q2 2026.
  • Key Financial Inc sold 2,520 Schwab US TIPS ETF shares in Q2 2026, an estimated $67.2K.
  • Schwab US TIPS ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #878 holding.
  • Key Financial Inc first reported a position in Schwab US TIPS ETF in Q2 2021 and has held it in 21 quarters since.
  • Key Financial Inc's Schwab US TIPS ETF position peaked at $78.9K in Q3 2025.
  • 788 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.