KMG Fiduciary Partners’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $529K | Sell |
5,800
-99
| -2% | -$9.03K | 0.04% | 227 |
|
|
2025
Q1 | $462K | Sell |
5,899
-299
| -5% | -$23.4K | 0.04% | 228 |
|
|
2024
Q4 | $459K | Sell |
6,198
-974
| -14% | -$72.1K | 0.04% | 222 |
|
|
2024
Q3 | $465K | Sell |
7,172
-177
| -2% | -$11.5K | 0.04% | 218 |
|
|
2024
Q2 | $542K | Buy |
7,349
+2
| +0% | +$147 | 0.05% | 182 |
|
|
2024
Q1 | $532K | Sell |
7,347
-1,547
| -17% | -$112K | 0.06% | 176 |
|
|
2023
Q4 | $612K | Sell |
8,894
-335
| -4% | -$23K | 0.07% | 170 |
|
|
2023
Q3 | $507K | Buy |
9,229
+396
| +4% | +$21.7K | 0.07% | 168 |
|
|
2023
Q2 | $501K | Buy |
+8,833
| New | +$501K | 0.06% | 173 |
|