Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Kovitz Investment Group Partners’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.69M Sell
67,263
-799
-1% -$21K 0.04% 254
2025
Q4 		$1.79M Sell
68,062
-1,346,766
-95% -$35.1M 0.04% 245
2025
Q3 		$36.4M Buy
1,414,828
+197,626
+16% +$4.89M 0.14% 138
2025
Q2 		$29M Buy
1,217,202
+908,659
+294% +$20M 0.12% 149
2025
Q1 		$6.64M Sell
308,543
-2,904
-0.9% -$66.1K 0.03% 347
2024
Q4 		$7.07M Buy
311,447
+145,832
+88% +$3.33M 0.03% 333
2024
Q3 		$3.55M Sell
165,615
-903
-0.5% -$19.3K 0.03% 397
2024
Q2 		$3.49M Sell
166,518
-14,010
-8% -$284K 0.03% 343
2024
Q1 		$3.67M Sell
180,528
-16,515
-8% -$320K 0.05% 238
2023
Q4 		$3.66M Sell
197,043
-65,910
-25% -$1.14M 0.06% 194
2023
Q3 		$4.37M Sell
262,953
-29,667
-10% -$513K 0.08% 162
2023
Q2 		$5.04M Sell
292,620
-6,720
-2% -$110K 0.07% 153
2023
Q1 		$4.77M Buy
+299,340
New +$4.68M 0.08% 155

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