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

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Kovitz Investment Group Partners's SCHA Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2025, closing a stake of 103,251 shares — an estimated $2.88M sold.

Kovitz Investment Group Partners first reported a position in SCHA in Q1 2024 and held it in 7 quarters. The position peaked at $2.88M in Q3 2025. 1,244 funds tracked by Wall St. Rank hold SCHA as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 103,251 Schwab U.S Small- Cap ETF shares in Q4 2025, an estimated $2.88M.
Kovitz Investment Group Partners first reported a position in Schwab U.S Small- Cap ETF in Q1 2024 and held it in 7 quarters.
Kovitz Investment Group Partners's Schwab U.S Small- Cap ETF position peaked at $2.88M in Q3 2025.
1,244 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.