KFG WEALTH MANAGEMENT, LLC's ownership history for SCHD


KFG WEALTH MANAGEMENT, LLC currently holds 68.3K shares with a market value of $1.9M. It started holding SCHD on 2024-09-30. At its peak, it held 68.3K shares on 2025-09-30. Its highest holding value was $1.9M on 2025-09-30. At its lowest, it held 7.0K shares on 2024-09-30, with a value of $590.8K on 2024-09-30. In the recent 180 days, KFG WEALTH MANAGEMENT, LLC has increased its shares by 28.9K. In the recent year, KFG WEALTH MANAGEMENT, LLC has increased its shares by 61.3K.


KFG WEALTH MANAGEMENT, LLC's ownership history for SCHD