Kovitz Investment Group Partners
SCHA icon

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
Q4 		– Sell
-103,251
Closed -$2.88M – 1157
2025
Q3 		$2.88M Buy
103,251
+1,840
+2% +$49.2K 0.01% 568
2025
Q2 		$2.57M Buy
101,411
+81,911
+420% +$1.94M 0.01% 577
2025
Q1 		$457K Sell
19,500
-6,002
-24% -$153K ﹤0.01% 929
2024
Q4 		$659K Buy
25,502
+3,290
+15% +$87.5K ﹤0.01% 824
2024
Q3 		$460K Buy
22,212
+7,618
+52% +$189K ﹤0.01% 769
2024
Q2 		$346K Sell
14,594
-266
-2% -$6.3K ﹤0.01% 709
2024
Q1 		$366K Buy
+14,860
New +$348K ﹤0.01% 557

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