Kovitz Investment Group Partners
SCHH icon

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

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