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
Q4 		– Sell
-5,701,018
Closed -$182M – 1160
2025
Q3 		$182M Buy
5,701,018
+89,055
+2% +$2.71M 0.71% 30
2025
Q2 		$164M Buy
5,611,963
+124,004
+2% +$3.28M 0.7% 32
2025
Q1 		$137M Sell
5,487,959
-376,220
-6% -$10.3M 0.69% 34
2024
Q4 		$163M Buy
5,864,179
+5,835,559
+20,390% +$160M 0.8% 30
2024
Q3 		$646K Buy
28,620
+496
+2% +$12.5K ﹤0.01% 712
2024
Q2 		$709K Buy
28,124
+1,172
+4% +$27.6K 0.01% 608
2024
Q1 		$625K Buy
26,952
+16
+0.1% +$354 0.01% 474
2023
Q4 		$559K Sell
26,936
-4,708
-15% -$91.1K 0.01% 322
2023
Q3 		$575K Sell
31,644
-3,488
-10% -$65.7K 0.01% 318
2023
Q2 		$658K Sell
35,132
-9,124
-21% -$156K 0.01% 320
2023
Q1 		$721K Buy
+44,256
New +$672K 0.01% 314

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LPL Financial
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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2025, closing a stake of 5,701,018 shares — an estimated $182M sold.

Kovitz Investment Group Partners first reported a position in SCHG in Q1 2023 and held it in 11 quarters. The position peaked at $182M in Q3 2025. 1,629 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 5,701,018 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $182M.
  • Kovitz Investment Group Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2023 and held it in 11 quarters.
  • Kovitz Investment Group Partners's Schwab US Large-Cap Growth ETF position peaked at $182M in Q3 2025.
  • 1,629 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

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