Kovitz Investment Group Partners’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $36.4M | Buy |
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|
2025
Q2 | $29M | Buy |
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|
2025
Q1 | $6.64M | Sell |
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|
2024
Q4 | $7.07M | Buy |
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|
2024
Q3 | $3.55M | Sell |
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|
2024
Q2 | $3.49M | Sell |
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|
2024
Q1 | $3.67M | Sell |
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|
2023
Q4 | $3.66M | Sell |
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|
2023
Q3 | $4.37M | Sell |
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|
2023
Q2 | $5.04M | Sell |
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|
2023
Q1 | $4.77M | Buy |
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