KMG FIDUCIARY PARTNERS, LLC: SCHD position timeline

KMG FIDUCIARY PARTNERS, LLC held 15,195 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 15,195 shares

   Change vs previous 13F -24,345 shares

   0.05% of the 13F portfolio, value $494,293.

   13F-HR 0001754960-26-000859 filed by KMG FIDUCIARY PARTNERS, LLC
   Accepted 2026-10-13 23:22:38 UTC, ingested 2026-10-15 02:15:52 UTC

2. period ended2026-06-30

   13F 39,540 shares

   Change vs previous 13F +4,007 shares

   0.12% of the 13F portfolio, value $1,253,808.

   13F-HR 0001754960-26-000440 filed by KMG FIDUCIARY PARTNERS, LLC
   Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 35,533 shares

   Change vs previous 13F +100 shares

   0.08% of the 13F portfolio, value $1,090,147.

   13F-HR 0001754960-26-000219 filed by KMG FIDUCIARY PARTNERS, LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 35,433 shares

   Change vs previous 13F +11,596 shares

   0.07% of the 13F portfolio, value $971,922.

   13F-HR 0001754960-26-000056 filed by KMG FIDUCIARY PARTNERS, LLC
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 23,837 shares

   Change vs previous 13F -881 shares

   0.04% of the 13F portfolio, value $650,745.

   13F-HR 0001754960-25-000651 filed by KMG FIDUCIARY PARTNERS, LLC
   Filed 2025-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 24,718 shares

   Change vs previous 13F -2,528 shares

   0.05% of the 13F portfolio, value $655,022.

   13F-HR 0001754960-25-000344 filed by KMG FIDUCIARY PARTNERS, LLC
   Filed 2025-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 27,246 shares

   Change vs previous 13F +152 shares

   0.06% of the 13F portfolio, value $761,798.

   13F-HR 0001754960-25-000181 filed by KMG FIDUCIARY PARTNERS, LLC
   Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 27,094 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $740,202.

   13F-HR 0001754960-25-000030 filed by KMG FIDUCIARY PARTNERS, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).