Charles Schwab Corporation shares owned by Kmg Fiduciary Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Kmg Fiduciary Partners
from 13F filings
Historical chart of Kmg Fiduciary Partners investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Kmg Fiduciary Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $559k | 5.9k | 95.46 |
| 2025-06-30 | $529k | 5.8k | 91.24 |
| 2025-03-31 | $462k | 5.9k | 78.28 |
| 2024-12-31 | $459k | 6.2k | 74.01 |
| 2024-09-30 | $465k | 7.2k | 64.81 |
| 2024-06-30 | $542k | 7.3k | 73.69 |
| 2024-03-31 | $532k | 7.3k | 72.34 |
| 2023-12-31 | $612k | 8.9k | 68.80 |
| 2023-09-30 | $507k | 9.2k | 54.90 |
| 2023-06-30 | $501k | 8.8k | 56.68 |