Position in SCHW
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$360,960
-$189,668 QoQ
Shares Held
3,912
-33.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,653
of 2,303 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026KMG FIDUCIARY PARTNERS, LLC holds $26,944,122 across 3 Capital Markets names. SCHW ranks #3 (1.3% of the industry book) .
All Filings in SCHW
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,960 | 3,912 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $550,628 | 5,859 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $585,272 | 5,858 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $559,072 | 5,856 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $529,192 | 5,800 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $461,773 | 5,899 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $458,713 | 6,198 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $464,817 | 7,172 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $541,547 | 7,349 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $531,481 | 7,347 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $611,907 | 8,894 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $506,672 | 9,229 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $500,654 | 8,833 | Shares | Sole | 2023-07-14 | |
| No filing history on record for this holder in this stock. | ||||||