Kmg Fiduciary Partners, LLC Schwab Strategic Tr Us Broad M Transaction History

Kmg Fiduciary Partners, LLC

  • $1.17 Billion
  • Q4 2024

A detailed history of Kmg Fiduciary Partners, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 44,634 shares of SCHB stock, worth $1.04 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
44,634
Previous 14,602 205.67%
Holding current value
$1.04 Million
Previous $971,000 4.33%
% of portfolio
0.09%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$22.01 - $66.82 $661,004 - $2.01 Million
30,032 Added 205.67%
44,634 $1.01 Million
Q1 2023

Apr 13, 2023
BUY
$44.47 - $49.23 $283,807 - $314,185
6,382 Added 77.64%
14,602 $698,000
Q4 2022

Jan 12, 2023
BUY
$41.94 - $47.81 $344,746 - $392,998
8,220 New
8,220 $0

Others Institutions Holding SCHB

# of Institutions
1,224
Shares Held
325M
Call Options Held
191K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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