KMG Fiduciary Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

KMG Fiduciary Partners’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
2025 Q3	$651K	Sell
2025 Q2	$655K	Sell
2025 Q1	$762K	Buy
2024 Q4	$740K	Buy
2024 Q3	$696K	Buy