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Schwab U S Large Cap Growth ETF shares owned by Kmg Fiduciary Partners

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Kmg Fiduciary Partners from 13F filings

Historical chart of Kmg Fiduciary Partners investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF 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 U S Large Cap Growth ETF by Kmg Fiduciary Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 109k 31.91
2025-06-30 $3.6M 122k 29.21
2025-03-31 $2.7M 109k 25.04
2024-12-31 $3.1M 112k 27.87
2024-09-30 $2.7M 26k 104.18