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
2026 Q2	$1.25M	Buy	39,540 +4,007	+11%	+$127K	0.12%	114
2026 Q1	$1.09M	Buy	35,533 +100	+0.3%	+$3.03K	0.08%	162
2025 Q4	$972K	Buy	35,433 +11,596	+49%	+$315K	0.07%	165
2025 Q3	$651K	Sell	23,837 -881	-4%	-$24K	0.04%	217
2025 Q2	$655K	Sell	24,718 -2,528	-9%	-$66K	0.05%	210
2025 Q1	$762K	Buy	27,246 +152	+0.6%	+$4.24K	0.06%	199
2024 Q4	$740K	Buy	27,094 +2,404	+10%	+$68.3K	0.06%	200
2024 Q3	$696K	Buy	+24,690	New	+$673K	0.06%	193

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

KMG Fiduciary Partners's SCHD Position: Q2 2026 in Review

KMG Fiduciary Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 11% in Q2 2026, buying an estimated $127K and bringing the position to 39,540 shares worth $1.25M. The position accounts for 0.12% of the portfolio, ranked #114.

KMG Fiduciary Partners first reported a position in SCHD in Q3 2024 and has held it in 8 quarters since. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

KMG Fiduciary Partners held 39,540 shares of Schwab US Dividend Equity ETF worth $1.25M as of Q2 2026.
KMG Fiduciary Partners bought 4,007 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $127K.
Schwab US Dividend Equity ETF made up 0.12% of KMG Fiduciary Partners's portfolio in Q2 2026, its #114 holding.
KMG Fiduciary Partners first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 8 quarters since.
2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.