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KMG Fiduciary Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

KMG Fiduciary Partners’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-44,622
Closed -$1.15M – 290
2025
Q3 		$1.15M Hold
44,622
– – 0.08% 176
2025
Q2 		$1.06M Hold
44,622
– – 0.08% 176
2025
Q1 		$961K Sell
44,622
-12
-0% -$273 0.08% 184
2024
Q4 		$1.01M Buy
44,634
+828
+2% +$18.9K 0.08% 173
2024
Q3 		$971K Hold
43,806
– – 0.08% 173
2024
Q2 		$918K Hold
43,806
– – 0.09% 153
2024
Q1 		$891K Hold
43,806
– – 0.09% 150
2023
Q4 		$813K Hold
43,806
– – 0.09% 153
2023
Q3 		$728K Hold
43,806
– – 0.1% 152
2023
Q2 		$755K Hold
43,806
– – 0.1% 152
2023
Q1 		$699K Buy
43,806
+19,146
+78% +$299K 0.1% 157
2022
Q4 		$368K Buy
+24,660
New +$371K 0.06% 188

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Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

KMG Fiduciary Partners's SCHB Position: Q4 2025 in Review

KMG Fiduciary Partners sold out of Schwab US Broad Market ETF (SCHB) in Q4 2025, closing a stake of 44,622 shares — an estimated $1.15M sold.

KMG Fiduciary Partners first reported a position in SCHB in Q4 2022 and held it in 12 quarters. The position peaked at $1.15M in Q3 2025. 1,317 funds tracked by Wall St. Rank hold SCHB as of Q4 2025.

  • KMG Fiduciary Partners reported no remaining Schwab US Broad Market ETF position as of Q4 2025 after selling out during the quarter.
  • KMG Fiduciary Partners sold 44,622 Schwab US Broad Market ETF shares in Q4 2025, an estimated $1.15M.
  • KMG Fiduciary Partners first reported a position in Schwab US Broad Market ETF in Q4 2022 and held it in 12 quarters.
  • KMG Fiduciary Partners's Schwab US Broad Market ETF position peaked at $1.15M in Q3 2025.
  • 1,317 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2025.

Based on KMG Fiduciary Partners's 13F filing for Q4 2025, filed 14 Jan 2026.