Kovitz Investment Group Partners’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29M | Buy |
1,217,202
+908,659
| +294% | +$21.7M | 0.12% | 149 |
|
|
2025
Q1 | $6.64M | Sell |
308,543
-2,904
| -0.9% | -$62.5K | 0.03% | 347 |
|
|
2024
Q4 | $7.07M | Buy |
311,447
+145,832
| +88% | +$3.31M | 0.03% | 333 |
|
|
2024
Q3 | $3.55M | Sell |
165,615
-903
| -0.5% | -$19.3K | 0.03% | 396 |
|
|
2024
Q2 | $3.49M | Sell |
166,518
-14,010
| -8% | -$294K | 0.03% | 343 |
|
|
2024
Q1 | $3.67M | Sell |
180,528
-16,515
| -8% | -$336K | 0.05% | 237 |
|
|
2023
Q4 | $3.66M | Sell |
197,043
-65,910
| -25% | -$1.22M | 0.06% | 194 |
|
|
2023
Q3 | $4.37M | Sell |
262,953
-29,667
| -10% | -$493K | 0.08% | 161 |
|
|
2023
Q2 | $5.04M | Sell |
292,620
-6,720
| -2% | -$116K | 0.07% | 152 |
|
|
2023
Q1 | $4.77M | Buy |
+299,340
| New | +$4.77M | 0.08% | 155 |
|