Kovitz Investment Group Partners’s Schwab International Equity ETF SCHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95M | Buy |
133,355
+99,174
| +290% | +$2.19M | 0.01% | 545 |
|
|
2025
Q1 | $676K | Sell |
34,181
-2,351,827
| -99% | -$46.5M | ﹤0.01% | 830 |
|
|
2024
Q4 | $44.1M | Buy |
2,386,008
+2,347,916
| +6,164% | +$43.4M | 0.22% | 98 |
|
|
2024
Q3 | $419K | Buy |
38,092
+27,236
| +251% | +$299K | ﹤0.01% | 788 |
|
|
2024
Q2 | $209K | Sell |
10,856
-1,540
| -12% | -$29.6K | ﹤0.01% | 788 |
|
|
2024
Q1 | $242K | Buy |
+12,396
| New | +$242K | ﹤0.01% | 603 |
|
|
2023
Q3 | – | Sell |
-18,642
| Closed | -$332K | – | 406 |
|
|
2023
Q2 | $332K | Buy |
18,642
+130
| +0.7% | +$2.32K | ﹤0.01% | 360 |
|
|
2023
Q1 | $322K | Buy |
+18,512
| New | +$322K | 0.01% | 363 |
|