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Key Financial Inc’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Key Financial Inc’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,414
Closed -$32.1K – 1412
2024
Q4 		$32.1K Buy
+1,414
New +$32.7K 0.01% 558

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Key Financial Inc's SCHZ Position: Q1 2025 in Review

Key Financial Inc sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2025, closing a stake of 1,414 shares — an estimated $32.1K sold.

Key Financial Inc first reported a position in SCHZ in Q4 2024 and held it in 1 quarter. The position peaked at $32.1K in Q4 2024. 642 funds tracked by Wall St. Rank hold SCHZ as of Q1 2025.

  • Key Financial Inc reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Key Financial Inc sold 1,414 Schwab US Aggregate Bond ETF shares in Q1 2025, an estimated $32.1K.
  • Key Financial Inc first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Key Financial Inc's Schwab US Aggregate Bond ETF position peaked at $32.1K in Q4 2024.
  • 642 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2025.

Based on Key Financial Inc's 13F filing for Q1 2025, filed 1 May 2025.