Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Kovitz Investment Group Partners’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-16,705
Closed -$386K – 1162
2025
Q3 		$386K Sell
16,705
-11,384
-41% -$260K ﹤0.01% 1118
2025
Q2 		$639K Buy
+28,089
New +$627K ﹤0.01% 906

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

Kovitz Investment Group Partners sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2025, closing a stake of 16,705 shares — an estimated $386K sold.

Kovitz Investment Group Partners first reported a position in SCHI in Q2 2025 and held it in 2 quarters. The position peaked at $639K in Q2 2025. 230 funds tracked by Wall St. Rank hold SCHI as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 16,705 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2025, an estimated $386K.
  • Kovitz Investment Group Partners first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Schwab 5-10 Year Corporate Bond ETF position peaked at $639K in Q2 2025.
  • 230 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2025.

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