KMG Fiduciary Partners’s Schwab International Equity ETF SCHF Stock Holding History

KMG Fiduciary Partners’s Portfolio SCHF Stock Details SCHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-74,837	Closed	-$1.74M	–	291
2025 Q3	$1.74M	Hold	74,837	–	–	0.12%	153
2025 Q2	$1.65M	Hold	74,837	–	–	0.12%	152
2025 Q1	$1.48M	Hold	74,837	–	–	0.12%	157
2024 Q4	$1.38M	Sell	74,837 -2,085	-3%	-$40.7K	0.11%	154
2024 Q3	$1.58M	Hold	76,922	–	–	0.14%	143
2024 Q2	$1.48M	Hold	76,922	–	–	0.15%	122
2024 Q1	$1.5M	Sell	76,922 -1,040	-1%	-$19.4K	0.16%	121
2023 Q4	$1.44M	Hold	77,962	–	–	0.17%	121
2023 Q3	$1.32M	Hold	77,962	–	–	0.17%	124
2023 Q2	$1.39M	Hold	77,962	–	–	0.18%	125
2023 Q1	$1.36M	Buy	77,962 +60,126	+337%	+$1.03M	0.19%	125
2022 Q4	$287K	Buy	+17,836	New	+$278K	0.05%	205

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

KMG Fiduciary Partners's SCHF Position: Q4 2025 in Review

KMG Fiduciary Partners sold out of Schwab International Equity ETF (SCHF) in Q4 2025, closing a stake of 74,837 shares — an estimated $1.74M sold.

KMG Fiduciary Partners first reported a position in SCHF in Q4 2022 and held it in 12 quarters. The position peaked at $1.74M in Q3 2025. 1,550 funds tracked by Wall St. Rank hold SCHF as of Q4 2025.

KMG Fiduciary Partners reported no remaining Schwab International Equity ETF position as of Q4 2025 after selling out during the quarter.
KMG Fiduciary Partners sold 74,837 Schwab International Equity ETF shares in Q4 2025, an estimated $1.74M.
KMG Fiduciary Partners first reported a position in Schwab International Equity ETF in Q4 2022 and held it in 12 quarters.
KMG Fiduciary Partners's Schwab International Equity ETF position peaked at $1.74M in Q3 2025.
1,550 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2025.

Based on KMG Fiduciary Partners's 13F filing for Q4 2025, filed 14 Jan 2026.