Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Kovitz Investment Group Partners’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$164M Buy
2025
Q1 		$137M Sell
2024
Q4 		$163M Buy
2024
Q3 		$646K Buy
2024
Q2 		$709K Buy
2024
Q1 		$625K Buy
2023
Q4 		$559K Sell
2023
Q3 		$575K Sell
2023
Q2 		$658K Sell
2023
Q1 		$721K Buy