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 New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return