Key Financial Inc’s Charles Schwab SCHW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$43.9K	Sell	476 -93	-16%	-$8.48K	0.01%	564
2026 Q1	$53.5K	Buy	569 +93	+20%	+$9.12K	0.01%	514
2025 Q4	$47.6K	Hold	476	–	–	0.01%	532
2025 Q3	$43.9K	Hold	476	–	–	0.01%	549
2025 Q2	$43.4K	Hold	476	–	–	0.01%	528
2025 Q1	$37.3K	Buy	476 +14	+3%	+$1.1K	0.01%	526
2024 Q4	$34.2K	Hold	462	–	–	0.01%	543
2024 Q3	$29.9K	Buy	462 +15	+3%	+$985	0.01%	566
2024 Q2	$32.9K	Hold	447	–	–	0.01%	541
2024 Q1	$32.3K	Hold	447	–	–	0.01%	512
2023 Q4	$30.8K	Hold	447	–	–	0.01%	504
2023 Q3	$24.5K	Hold	447	–	–	0.01%	527
2023 Q2	$25.3K	Buy	447 +264	+144%	+$13.8K	0.01%	532
2023 Q1	$9.59K	Hold	183	–	–	﹤0.01%	691
2022 Q4	$13.2K	Hold	183	–	–	0.01%	572
2022 Q3	$13K	Hold	183	–	–	0.01%	579
2022 Q2	$12K	Hold	183	–	–	0.01%	595
2022 Q1	$15K	Hold	183	–	–	0.01%	546
2021 Q4	$15K	Hold	183	–	–	0.01%	530
2021 Q3	$13K	Buy	183 +37	+25%	+$2.64K	0.01%	532
2021 Q2	$10K	Buy	+146	New	+$10.3K	0.01%	575

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Key Financial Inc reduced its Charles Schwab (SCHW) stake by 16% in Q2 2026, selling an estimated $8.48K and leaving 476 shares worth $43.9K. The position accounts for 0.01% of the portfolio, ranked #564.

Key Financial Inc first reported a position in SCHW in Q2 2021 and has held it in 21 quarters since. The position peaked at $53.5K in Q1 2026. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Key Financial Inc held 476 shares of Charles Schwab worth $43.9K as of Q2 2026.
Key Financial Inc sold 93 Charles Schwab shares in Q2 2026, an estimated $8.48K.
Charles Schwab made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #564 holding.
Key Financial Inc first reported a position in Charles Schwab in Q2 2021 and has held it in 21 quarters since.
Key Financial Inc's Charles Schwab position peaked at $53.5K in Q1 2026.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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