KMG Fiduciary Partners’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Hold |
44,622
| – | – | 0.08% | 176 |
|
|
2025
Q1 | $961K | Sell |
44,622
-12
| -0% | -$258 | 0.08% | 184 |
|
|
2024
Q4 | $1.01M | Buy |
44,634
+828
| +2% | +$18.8K | 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% | +$305K | 0.1% | 157 |
|
|
2022
Q4 | $368K | Buy |
+24,660
| New | +$368K | 0.06% | 188 |
|