KMG Fiduciary Partners’s Charles Schwab SCHW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$559K	Buy
2025 Q2	$529K	Sell
2025 Q1	$462K	Sell
2024 Q4	$459K	Sell
2024 Q3	$465K	Sell
2024 Q2	$542K	Buy
2024 Q1	$532K	Sell
2023 Q4	$612K	Sell
2023 Q3	$507K	Buy
2023 Q2	$501K	Buy