KeyBank National Association’s Schwab US Dividend Equity ETF SCHD Stock Holding History

KeyBank National Association’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$142M	Buy	4,471,583 +634,792	+17%	+$20.1M	0.47%	47
2026 Q1	$118M	Buy	3,836,791 +280,129	+8%	+$8.5M	0.43%	51
2025 Q4	$97.6M	Sell	3,556,662 -112,097	-3%	-$3.05M	0.35%	62
2025 Q3	$100M	Sell	3,668,759 -139,540	-4%	-$3.81M	0.35%	58
2025 Q2	$101M	Buy	3,808,299 +9,198	+0.2%	+$240K	0.38%	55
2025 Q1	$106M	Sell	3,799,101 -28,592	-0.7%	-$797K	0.43%	54
2024 Q4	$105M	Buy	3,827,693 +117,326	+3%	+$3.34M	0.4%	51
2024 Q3	$105M	Sell	3,710,367 -4,362	-0.1%	-$119K	0.4%	55
2024 Q2	$96.3M	Sell	3,714,729 -105,516	-3%	-$2.75M	0.39%	57
2024 Q1	$103M	Sell	3,820,245 -79,179	-2%	-$2.05M	0.42%	54
2023 Q4	$99M	Sell	3,899,424 -279,300	-7%	-$6.66M	0.44%	58
2023 Q3	$98.6M	Sell	4,178,724 -336,489	-7%	-$8.26M	0.47%	52
2023 Q2	$109M	Sell	4,515,213 -160,701	-3%	-$3.84M	0.5%	46
2023 Q1	$114M	Buy	4,675,914 +100,170	+2%	+$2.5M	0.54%	46
2022 Q4	$115M	Buy	4,575,744 +701,124	+18%	+$17.3M	0.57%	45
2022 Q3	$85.8M	Buy	3,874,620 +90,006	+2%	+$2.19M	0.45%	58
2022 Q2	$90.4M	Buy	3,784,614 +20,211	+0.5%	+$514K	0.44%	61
2022 Q1	$99M	Buy	3,764,403 +152,553	+4%	+$3.99M	0.42%	63
2021 Q4	$97.3M	Buy	3,611,850 +371,112	+11%	+$9.64M	0.39%	61
2021 Q3	$80.2M	Buy	3,240,738 +237,759	+8%	+$6.04M	0.35%	68
2021 Q2	$75.7M	Buy	3,002,979 +391,044	+15%	+$9.87M	0.33%	71
2021 Q1	$63.5M	Buy	2,611,935 +396,111	+18%	+$9.01M	0.3%	83
2020 Q4	$47.4M	Buy	2,215,824 +472,983	+27%	+$9.59M	0.23%	95
2020 Q3	$32.1M	Buy	1,742,841 +106,125	+6%	+$1.95M	0.17%	112
2020 Q2	$28.2M	Buy	1,636,716 +114,927	+8%	+$1.94M	0.16%	117
2020 Q1	$22.8M	Buy	1,521,789 +197,127	+15%	+$3.54M	0.15%	123
2019 Q4	$25.6M	Sell	1,324,662 -60,504	-4%	-$1.13M	0.14%	133
2019 Q3	$25.3M	Buy	1,385,166 +99,024	+8%	+$1.77M	0.14%	131
2019 Q2	$22.8M	Buy	1,286,142 +395,742	+44%	+$6.96M	0.13%	141
2019 Q1	$15.5M	Buy	890,400 +292,998	+49%	+$4.93M	0.09%	168
2018 Q4	$9.35M	Buy	+597,402	New	+$9.96M	0.06%	193

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

KeyBank National Association's SCHD Position: Q2 2026 in Review

KeyBank National Association increased its Schwab US Dividend Equity ETF (SCHD) stake by 17% in Q2 2026, buying an estimated $20.1M and bringing the position to 4,471,583 shares worth $142M. The position accounts for 0.47% of the portfolio, ranked #47.

KeyBank National Association first reported a position in SCHD in Q4 2018 and has held it in 31 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

KeyBank National Association held 4,471,583 shares of Schwab US Dividend Equity ETF worth $142M as of Q2 2026.
KeyBank National Association bought 634,792 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $20.1M.
Schwab US Dividend Equity ETF made up 0.47% of KeyBank National Association's portfolio in Q2 2026, its #47 holding.
KeyBank National Association first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 31 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on KeyBank National Association's 13F filing for Q2 2026, filed 28 Jul 2026.