Kovitz Investment Group Partners
SCHJ icon

Kovitz Investment Group Partners’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Kovitz Investment Group Partners’s Portfolio SCHJ Stock Details SCHJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-15,036
Closed -$363K – 1091
2024
Q2 		$363K Buy
15,036
+106
+0.7% +$2.55K ﹤0.01% 700
2024
Q1 		$361K Buy
14,930
+72
+0.5% +$1.74K ﹤0.01% 560
2023
Q4 		$359K Buy
14,858
+128
+0.9% +$3.03K 0.01% 350
2023
Q3 		$346K Buy
14,730
+86
+0.6% +$2.03K 0.01% 349
2023
Q2 		$346K Buy
+14,644
New +$348K 0.01% 359

Other funds holding SCHJ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
KC
Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Kovitz Investment Group Partners's SCHJ Position: Q3 2024 in Review

Kovitz Investment Group Partners sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q3 2024, closing a stake of 15,036 shares — an estimated $363K sold.

Kovitz Investment Group Partners first reported a position in SCHJ in Q2 2023 and held it in 5 quarters. The position peaked at $363K in Q2 2024. 102 funds tracked by Wall St. Rank hold SCHJ as of Q3 2024.

  • Kovitz Investment Group Partners reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 15,036 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2024, an estimated $363K.
  • Kovitz Investment Group Partners first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q2 2023 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Schwab 1-5 Year Corporate Bond ETF position peaked at $363K in Q2 2024.
  • 102 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2024, filed 15 Nov 2024.