SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

KMG FIDUCIARY PARTNERS, LLC's Holding History (CIK: 0001773205)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 35,433 Value ($000) $972 Avg Close — Range —
Q3 2025
Shares 23,837 Value ($000) $651 Avg Close — Range —
Q2 2025
Shares 24,718 Value ($000) $655 Avg Close — Range —
Q1 2025
Shares 27,246 Value ($000) $762 Avg Close — Range —
Q4 2024
Shares 27,094 Value ($000) $740 Avg Close — Range —
Q3 2024
Shares 8,230 Value ($000) $696 Avg Close — Range —