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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$25.4K	Hold	992	–	–	﹤0.01%	673
2025 Q4	$26.7K	Hold	992	–	–	﹤0.01%	660
2025 Q3	$26.2K	Hold	992	–	–	﹤0.01%	657
2025 Q2	$24.2K	Hold	992	–	–	﹤0.01%	646
2025 Q1	$21.9K	Buy	992 +452	+84%	+$10.5K	﹤0.01%	646
2024 Q4	$12.5K	Hold	540	–	–	﹤0.01%	770
2024 Q3	$12.2K	Hold	540	–	–	﹤0.01%	744
2024 Q2	$11.6K	Hold	540	–	–	﹤0.01%	741
2024 Q1	$11.2K	Buy	540 +270	+100%	+$5.32K	﹤0.01%	728
2023 Q4	$5.08K	Hold	270	–	–	﹤0.01%	928
2023 Q3	$4.55K	Hold	270	–	–	﹤0.01%	942
2023 Q2	$4.71K	Hold	270	–	–	﹤0.01%	958
2023 Q1	$4.35K	Hold	270	–	–	﹤0.01%	838
2022 Q4	$3.81K	Hold	270	–	–	﹤0.01%	838
2022 Q3	$4K	Hold	270	–	–	﹤0.01%	848
2022 Q2	$4K	Buy	+270	New	+$4.38K	﹤0.01%	854

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Key Financial Inc held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 992 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Key Financial Inc first reported a position in SCHX in Q2 2022 and has held it in 16 quarters since. The position peaked at $26.7K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Key Financial Inc held 992 shares of Schwab US Large- Cap ETF worth $25.4K as of Q1 2026.
Key Financial Inc left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #673 holding.
Key Financial Inc first reported a position in Schwab US Large- Cap ETF in Q2 2022 and has held it in 16 quarters since.
Key Financial Inc's Schwab US Large- Cap ETF position peaked at $26.7K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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