Kovitz Investment Group Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Buy |
101,411
+81,911
| +420% | +$2.07M | 0.01% | 576 |
|
|
2025
Q1 | $457K | Sell |
19,500
-6,002
| -24% | -$141K | ﹤0.01% | 923 |
|
|
2024
Q4 | $659K | Buy |
25,502
+3,290
| +15% | +$85.1K | ﹤0.01% | 821 |
|
|
2024
Q3 | $460K | Buy |
22,212
+7,618
| +52% | +$158K | ﹤0.01% | 767 |
|
|
2024
Q2 | $346K | Sell |
14,594
-266
| -2% | -$6.31K | ﹤0.01% | 707 |
|
|
2024
Q1 | $366K | Buy |
+14,860
| New | +$366K | ﹤0.01% | 554 |
|