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Schwab Strategic Tr us dividend eq shares owned by Kmg Fiduciary Partners

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Kmg Fiduciary Partners from 13F filings

Historical chart of Kmg Fiduciary Partners investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Kmg Fiduciary Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Kmg Fiduciary Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $972k 35k 27.43
2025-09-30 $651k 24k 27.30
2025-06-30 $655k 25k 26.50
2025-03-31 $762k 27k 27.96
2024-12-31 $740k 27k 27.32
2024-09-30 $696k 8.2k 84.53

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View all positions for Kmg Fiduciary Partners

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
Cetera Investment Advisers
LPL Financial
Sumitomo Life Insurance
Envestnet Asset Management
Raymond James Financial
UBS Group
Northwestern Mutual Wealth Management Company
Sontag Advisory
Wealthfront Advisers
Wells Fargo & Company
Honkamp Krueger Financial Services
Commonwealth Equity Services
Cassaday & Co Wealth Management
Advisor Group Holdings

View all funds holding Schwab Strategic Tr us dividend eq