KFI
SCHV

Key Financial Inc’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Key Financial Inc’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$56.4K Hold
1,621
– – 0.01% 509
2026
Q1 		$49.4K Hold
1,621
– – 0.01% 533
2025
Q4 		$48K Hold
1,621
– – 0.01% 529
2025
Q3 		$47.3K Hold
1,621
– – 0.01% 533
2025
Q2 		$44.9K Buy
1,621
+52
+3% +$1.37K 0.01% 519
2025
Q1 		$41.7K Hold
1,569
– – 0.01% 508
2024
Q4 		$40.9K Hold
1,569
– – 0.01% 508
2024
Q3 		$42K Hold
1,569
– – 0.01% 507
2024
Q2 		$38.7K Hold
1,569
– – 0.01% 507
2024
Q1 		$39.7K Hold
1,569
– – 0.01% 476
2023
Q4 		$36.7K Hold
1,569
– – 0.01% 476
2023
Q3 		$33.7K Hold
1,569
– – 0.01% 472
2023
Q2 		$35.1K Hold
1,569
– – 0.01% 465
2023
Q1 		$34.3K Hold
1,569
– – 0.01% 452
2022
Q4 		$30.6K Hold
1,569
– – 0.01% 432
2022
Q3 		$31K Buy
1,569
+1,119
+249% +$24.1K 0.01% 436
2022
Q2 		$9K Hold
450
– – ﹤0.01% 663
2022
Q1 		$11K Hold
450
– – 0.01% 618
2021
Q4 		$11K Hold
450
– – 0.01% 576
2021
Q3 		$10K Buy
+450
New +$10.4K 0.01% 584

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

Key Financial Inc held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 1,621 shares worth $56.4K. The position accounts for 0.01% of the portfolio, ranked #509.

Key Financial Inc first reported a position in SCHV in Q3 2021 and has held it in 20 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Key Financial Inc held 1,621 shares of Schwab US Large-Cap Value ETF worth $56.4K as of Q2 2026.
  • Key Financial Inc left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #509 holding.
  • Key Financial Inc first reported a position in Schwab US Large-Cap Value ETF in Q3 2021 and has held it in 20 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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