Kovitz Investment Group Partners
SCHB icon

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
Q2 		$1.95M Buy
67,265
+2
+0% +$56 0.04% 234
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

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Kovitz Investment Group Partners's SCHB Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its Schwab US Broad Market ETF (SCHB) stake by 0% in Q2 2026, buying an estimated $56 and bringing the position to 67,265 shares worth $1.95M. The position accounts for 0.04% of the portfolio, ranked #234.

Kovitz Investment Group Partners first reported a position in SCHB in Q1 2023 and has held it in 14 quarters since. The position peaked at $36.4M in Q3 2025. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Kovitz Investment Group Partners held 67,265 shares of Schwab US Broad Market ETF worth $1.95M as of Q2 2026.
  • Kovitz Investment Group Partners bought 2 Schwab US Broad Market ETF shares in Q2 2026, an estimated $56.
  • Schwab US Broad Market ETF made up 0.04% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #234 holding.
  • Kovitz Investment Group Partners first reported a position in Schwab US Broad Market ETF in Q1 2023 and has held it in 14 quarters since.
  • Kovitz Investment Group Partners's Schwab US Broad Market ETF position peaked at $36.4M in Q3 2025.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.