Key Financial Inc’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-98	Closed	-$2.44K	–	1438
2026 Q1	$2.44K	Sell	98 -1,398	-93%	-$35K	﹤0.01%	1150
2025 Q4	$37.5K	Buy	1,496 +1,331	+807%	+$33.5K	0.01%	587
2025 Q3	$4.14K	Hold	165	–	–	﹤0.01%	1079
2025 Q2	$4.13K	Hold	165	–	–	﹤0.01%	1075
2025 Q1	$4.1K	Buy	165 +67	+68%	+$1.64K	﹤0.01%	1035
2024 Q4	$2.38K	Hold	98	–	–	﹤0.01%	1131
2024 Q3	$2.48K	Hold	98	–	–	﹤0.01%	1086
2024 Q2	$2.39K	Hold	98	–	–	﹤0.01%	1083
2024 Q1	$2.4K	Hold	98	–	–	﹤0.01%	1081
2023 Q4	$2.44K	Hold	98	–	–	﹤0.01%	1074
2023 Q3	$2.35K	Hold	98	–	–	﹤0.01%	1089
2023 Q2	$2.42K	Hold	98	–	–	﹤0.01%	1140
2023 Q1	$2.47K	Hold	98	–	–	﹤0.01%	926
2022 Q4	$2.41K	Hold	98	–	–	﹤0.01%	923
2022 Q3	$2K	Hold	98	–	–	﹤0.01%	971
2022 Q2	$3K	Hold	98	–	–	﹤0.01%	905
2022 Q1	$3K	Hold	98	–	–	﹤0.01%	888
2021 Q4	$3K	Hold	98	–	–	﹤0.01%	792
2021 Q3	$3K	Hold	98	–	–	﹤0.01%	774
2021 Q2	$3K	Buy	+98	New	+$2.78K	﹤0.01%	746

Other funds holding SCHR

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

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

Key Financial Inc sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026, closing a stake of 98 shares — an estimated $2.44K sold.

Key Financial Inc first reported a position in SCHR in Q2 2021 and held it in 20 quarters. The position peaked at $37.5K in Q4 2025. 506 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Key Financial Inc reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
Key Financial Inc sold 98 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $2.44K.
Key Financial Inc first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2021 and held it in 20 quarters.
Key Financial Inc's Schwab Intermediately-Term US Treasury ETF position peaked at $37.5K in Q4 2025.
506 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

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