Schwab U S Broad Market ETF shares owned by Kmg Fiduciary Partners
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Kmg Fiduciary Partners
from 13F filings
Historical chart of Kmg Fiduciary Partners investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Kmg Fiduciary Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 45k | 25.71 |
| 2025-06-30 | $1.1M | 45k | 23.83 |
| 2025-03-31 | $961k | 45k | 21.53 |
| 2024-12-31 | $1.0M | 45k | 22.70 |
| 2024-09-30 | $971k | 15k | 66.52 |
| 2024-06-30 | $918k | 15k | 62.87 |
| 2024-03-31 | $892k | 15k | 61.05 |
| 2023-12-31 | $813k | 15k | 55.67 |
| 2023-09-30 | $728k | 15k | 49.85 |
| 2023-06-30 | $755k | 15k | 51.70 |
| 2023-03-31 | $699k | 15k | 47.85 |
| 2022-12-31 | $368k | 8.2k | 44.81 |