KeyBank National Association
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KeyBank National Association’s Schwab US Large- Cap ETF SCHX Stock Holding History

KeyBank National Association’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 		$2.41M Sell
82,018
-3,739
-4% -$107K 0.01% 450
2026
Q1 		$2.2M Buy
85,757
+8,608
+11% +$231K 0.01% 434
2025
Q4 		$2.08M Buy
77,149
+16,505
+27% +$441K 0.01% 445
2025
Q3 		$1.6M Buy
60,644
+12,120
+25% +$308K 0.01% 492
2025
Q2 		$1.19M Sell
48,524
-7,604
-14% -$172K ﹤0.01% 541
2025
Q1 		$1.24M Buy
56,128
+679
+1% +$15.8K 0.01% 511
2024
Q4 		$1.29M Hold
55,449
– – ﹤0.01% 505
2024
Q3 		$1.25M Buy
55,449
+243
+0.4% +$5.29K ﹤0.01% 507
2024
Q2 		$1.18M Hold
55,206
– – ﹤0.01% 493
2024
Q1 		$1.14M Buy
55,206
+43,920
+389% +$865K ﹤0.01% 503
2023
Q4 		$212K Buy
+11,286
New +$198K ﹤0.01% 1021
2023
Q2 		– Sell
-15,999
Closed -$258K – 1090
2023
Q1 		$258K Buy
+15,999
New +$252K ﹤0.01% 933

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

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

KeyBank National Association reduced its Schwab US Large- Cap ETF (SCHX) stake by 4.4% in Q2 2026, selling an estimated $107K and leaving 82,018 shares worth $2.41M. The position accounts for 0.01% of the portfolio, ranked #450.

KeyBank National Association first reported a position in SCHX in Q1 2023 and has held it in 12 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • KeyBank National Association held 82,018 shares of Schwab US Large- Cap ETF worth $2.41M as of Q2 2026.
  • KeyBank National Association sold 3,739 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $107K.
  • Schwab US Large- Cap ETF made up 0.01% of KeyBank National Association's portfolio in Q2 2026, its #450 holding.
  • KeyBank National Association first reported a position in Schwab US Large- Cap ETF in Q1 2023 and has held it in 12 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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