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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
Q2 		$69.1K Buy
2,348
+1,356
+137% +$38.7K 0.01% 479
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
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Key Financial Inc increased its Schwab US Large- Cap ETF (SCHX) stake by 137% in Q2 2026, buying an estimated $38.7K and bringing the position to 2,348 shares worth $69.1K. The position accounts for 0.01% of the portfolio, ranked #479.

Key Financial Inc first reported a position in SCHX in Q2 2022 and has held it in 17 quarters since. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Key Financial Inc held 2,348 shares of Schwab US Large- Cap ETF worth $69.1K as of Q2 2026.
  • Key Financial Inc bought 1,356 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $38.7K.
  • Schwab US Large- Cap ETF made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #479 holding.
  • Key Financial Inc first reported a position in Schwab US Large- Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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