Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Kovitz Investment Group Partners’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,350
Closed -$312K – 1158
2025
Q3 		$312K Buy
+9,350
New +$295K ﹤0.01% 1187
2025
Q1 		– Sell
-122,076
Closed -$3.25M – 1307
2024
Q4 		$3.25M Buy
+122,076
New +$3.45M 0.02% 483

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Kovitz Investment Group Partners's SCHE Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2025, closing a stake of 9,350 shares — an estimated $312K sold.

Kovitz Investment Group Partners first reported a position in SCHE in Q4 2024 and held it in 2 quarters. The position peaked at $3.25M in Q4 2024. 835 funds tracked by Wall St. Rank hold SCHE as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 9,350 Schwab Emerging Markets Equity ETF shares in Q4 2025, an estimated $312K.
  • Kovitz Investment Group Partners first reported a position in Schwab Emerging Markets Equity ETF in Q4 2024 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Schwab Emerging Markets Equity ETF position peaked at $3.25M in Q4 2024.
  • 835 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.