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 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 $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

CWA

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

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

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

Key Financial Inc reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 93% in Q1 2026, selling an estimated $35K and leaving 98 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

Key Financial Inc first reported a position in SCHR in Q2 2021 and has held it in 20 quarters since. The position peaked at $37.5K in Q4 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Key Financial Inc held 98 shares of Schwab Intermediately-Term US Treasury ETF worth $2.44K as of Q1 2026.
Key Financial Inc sold 1,398 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $35K.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1150 holding.
Key Financial Inc first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2021 and has held it in 20 quarters since.
Key Financial Inc's Schwab Intermediately-Term US Treasury ETF position peaked at $37.5K in Q4 2025.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

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