Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Schwab US REIT ETF SCHH Stock Holding History

Kovitz Investment Group Partners’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$438K Buy
2025
Q1 		$313K Buy
2024
Q4 		– Sell
2024
Q3 		$283K Sell
2024
Q2 		$254K Buy
2024
Q1 		$258K Buy
2022
Q2 		– Sell
2022
Q1 		$202K Buy