Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Kovitz Investment Group Partners’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.57M Buy
2025
Q1 		$457K Sell
2024
Q4 		$659K Buy
2024
Q3 		$460K Buy
2024
Q2 		$346K Sell
2024
Q1 		$366K Buy