Kovitz Investment Group Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Kovitz Investment Group Partners’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$366K	Sell	11,917 -211	-2%	-$6.4K	0.01%	428
2025 Q4	$333K	Sell	12,128 -130,286	-91%	-$3.54M	0.01%	428
2025 Q3	$3.89M	Buy	142,414 +10,829	+8%	+$295K	0.02%	512
2025 Q2	$3.49M	Buy	131,585 +81,470	+163%	+$2.13M	0.01%	507
2025 Q1	$1.4M	Sell	50,115 -7,672	-13%	-$214K	0.01%	654
2024 Q4	$1.58M	Buy	57,787 +5,809	+11%	+$165K	0.01%	618
2024 Q3	$1.21M	Buy	51,978 +8,160	+19%	+$222K	0.01%	581
2024 Q2	$1.14M	Buy	43,818 +18,177	+71%	+$473K	0.01%	513
2024 Q1	$689K	Buy	25,641 +1,917	+8%	+$49.5K	0.01%	459
2023 Q4	$602K	Sell	23,724 -93,918	-80%	-$2.24M	0.01%	314
2023 Q3	$2.77M	Sell	117,642 -48,366	-29%	-$1.19M	0.05%	201
2023 Q2	$4.02M	Sell	166,008 -23,109	-12%	-$552K	0.06%	179
2023 Q1	$4.61M	Buy	+189,117	New	+$4.73M	0.08%	159

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Kovitz Investment Group Partners's SCHD Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.7% in Q1 2026, selling an estimated $6.4K and leaving 11,917 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #428.

Kovitz Investment Group Partners first reported a position in SCHD in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.61M in Q1 2023. 2,048 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Kovitz Investment Group Partners held 11,917 shares of Schwab US Dividend Equity ETF worth $366K as of Q1 2026.
Kovitz Investment Group Partners sold 211 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $6.4K.
Schwab US Dividend Equity ETF made up 0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #428 holding.
Kovitz Investment Group Partners first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 13 quarters since.
Kovitz Investment Group Partners's Schwab US Dividend Equity ETF position peaked at $4.61M in Q1 2023.
2,048 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.