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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$655K	Sell	24,718 -2,528	-9%	-$67K	0.05%	210
2025 Q1	$762K	Buy	27,246 +152	+0.6%	+$4.25K	0.06%	199
2024 Q4	$740K	Buy	27,094 +2,404	+10%	+$65.7K	0.06%	200
2024 Q3	$696K	Buy	+24,690	New	+$696K	0.06%	193