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
2026 Q2	$361K	Sell	3,912 -1,947	-33%	-$178K	0.03%	172
2026 Q1	$551K	Buy	5,859 +1	+0%	+$98	0.04%	197
2025 Q4	$585K	Buy	5,858 +2	+0%	+$190	0.04%	193
2025 Q3	$559K	Buy	5,856 +56	+1%	+$5.32K	0.04%	225
2025 Q2	$529K	Sell	5,800 -99	-2%	-$8.29K	0.04%	227
2025 Q1	$462K	Sell	5,899 -299	-5%	-$23.5K	0.04%	228
2024 Q4	$459K	Sell	6,198 -974	-14%	-$72.9K	0.04%	222
2024 Q3	$465K	Sell	7,172 -177	-2%	-$11.6K	0.04%	218
2024 Q2	$542K	Buy	7,349 +2	+0%	+$148	0.05%	182
2024 Q1	$532K	Sell	7,347 -1,547	-17%	-$102K	0.06%	176
2023 Q4	$612K	Sell	8,894 -335	-4%	-$19.3K	0.07%	170
2023 Q3	$507K	Buy	9,229 +396	+4%	+$23.9K	0.07%	168
2023 Q2	$501K	Buy	+8,833	New	+$463K	0.06%	173

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

KMG Fiduciary Partners reduced its Charles Schwab (SCHW) stake by 33% in Q2 2026, selling an estimated $178K and leaving 3,912 shares worth $361K. The position accounts for 0.03% of the portfolio, ranked #172.

KMG Fiduciary Partners first reported a position in SCHW in Q2 2023 and has held it in 13 quarters since. The position peaked at $612K in Q4 2023. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

KMG Fiduciary Partners held 3,912 shares of Charles Schwab worth $361K as of Q2 2026.
KMG Fiduciary Partners sold 1,947 Charles Schwab shares in Q2 2026, an estimated $178K.
Charles Schwab made up 0.03% of KMG Fiduciary Partners's portfolio in Q2 2026, its #172 holding.
KMG Fiduciary Partners first reported a position in Charles Schwab in Q2 2023 and has held it in 13 quarters since.
KMG Fiduciary Partners's Charles Schwab position peaked at $612K in Q4 2023.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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