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
Q4 		– Sell
-21,156
Closed -$456K – 1161
2025
Q3 		$456K Buy
21,156
+480
+2% +$10.2K ﹤0.01% 1070
2025
Q2 		$438K Buy
20,676
+6,114
+42% +$128K ﹤0.01% 1025
2025
Q1 		$313K Buy
+14,562
New +$311K ﹤0.01% 1038
2024
Q4 		– Sell
-12,334
Closed -$283K – 1254
2024
Q3 		$283K Sell
12,334
-362
-3% -$7.92K ﹤0.01% 886
2024
Q2 		$254K Buy
12,696
+4
+0% +$78 ﹤0.01% 763
2024
Q1 		$258K Buy
+12,692
New +$254K ﹤0.01% 605
2022
Q2 		– Sell
-8,124
Closed -$202K – 423
2022
Q1 		$202K Buy
+8,124
New +$196K ﹤0.01% 409

Other funds holding SCHH

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of Schwab US REIT ETF (SCHH) in Q4 2025, closing a stake of 21,156 shares — an estimated $456K sold.

Kovitz Investment Group Partners first reported a position in SCHH in Q1 2022 and held it in 7 quarters. The position peaked at $456K in Q3 2025. 558 funds tracked by Wall St. Rank hold SCHH as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Schwab US REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 21,156 Schwab US REIT ETF shares in Q4 2025, an estimated $456K.
  • Kovitz Investment Group Partners first reported a position in Schwab US REIT ETF in Q1 2022 and held it in 7 quarters.
  • Kovitz Investment Group Partners's Schwab US REIT ETF position peaked at $456K in Q3 2025.
  • 558 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2025.

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