Kovitz Investment Group Partners’s Schwab International Equity ETF SCHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-177,910	Closed	-$4.14M	–	1159
2025 Q3	$4.14M	Buy	177,910 +44,555	+33%	+$1.01M	0.02%	497
2025 Q2	$2.95M	Buy	133,355 +99,174	+290%	+$2.06M	0.01%	546
2025 Q1	$676K	Sell	34,181 -2,351,827	-99%	-$46.1M	﹤0.01%	835
2024 Q4	$44.1M	Buy	2,386,008 +2,347,916	+6,164%	+$45.8M	0.22%	98
2024 Q3	$419K	Buy	38,092 +27,236	+251%	+$539K	﹤0.01%	790
2024 Q2	$209K	Sell	10,856 -1,540	-12%	-$29.8K	﹤0.01%	790
2024 Q1	$242K	Buy	+12,396	New	+$232K	﹤0.01%	608
2023 Q3	–	Sell	-18,642	Closed	-$332K	–	409
2023 Q2	$332K	Buy	18,642 +130	+0.7%	+$2.31K	﹤0.01%	363
2023 Q1	$322K	Buy	+18,512	New	+$317K	0.01%	365

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of Schwab International Equity ETF (SCHF) in Q4 2025, closing a stake of 177,910 shares — an estimated $4.14M sold.

Kovitz Investment Group Partners first reported a position in SCHF in Q1 2023 and held it in 9 quarters. The position peaked at $44.1M in Q4 2024. 1,546 funds tracked by Wall St. Rank hold SCHF as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Schwab International Equity ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 177,910 Schwab International Equity ETF shares in Q4 2025, an estimated $4.14M.
Kovitz Investment Group Partners first reported a position in Schwab International Equity ETF in Q1 2023 and held it in 9 quarters.
Kovitz Investment Group Partners's Schwab International Equity ETF position peaked at $44.1M in Q4 2024.
1,546 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2025.

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