Kmg Fiduciary Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Kmg Fiduciary Partners, LLC

  • $1.32 Billion
  • Q2 2025

A detailed history of Kmg Fiduciary Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 24,718 shares of SCHD stock, worth $664,419. This represents 0.05% of its overall portfolio holdings.

Number of Shares
24,718
Previous 27,246 9.28%
Holding current value
$664,419
Previous $751,000 12.78%
% of portfolio
0.05%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
SELL
$24.32 - $27.87 $61,480 - $70,455
-2,528 Reduced 9.28%
24,718 $655,000
Q1 2025

Apr 14, 2025
BUY
$27.01 - $28.54 $4,105 - $4,338
152 Added 0.56%
27,246 $751,000
Q4 2024

Jan 14, 2025
BUY
$26.93 - $84.95 $508,007 - $1.6 Million
18,864 Added 229.21%
27,094 $740,000
Q3 2024

Oct 17, 2024
BUY
$77.02 - $85.06 $633,874 - $700,043
8,230 New
8,230 $695,000

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
896M
Call Options Held
4.42M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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