Kovitz Investment Group Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.09M | Buy |
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|
2025
Q2 | $2.41M | Buy |
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|
2025
Q1 | $931K | Sell |
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|
2024
Q4 | $1.33M | Buy |
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|
2024
Q3 | $989K | Buy |
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|
2024
Q2 | $875K | Sell |
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|
2024
Q1 | $951K | Buy |
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|
2023
Q4 | $678K | Buy |
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|
2023
Q3 | $609K | Buy |
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|
2023
Q2 | $640K | Sell |
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|
2023
Q1 | $623K | Buy |
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|
2022
Q4 | $234K | Sell |
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|
2022
Q3 | $307K | Hold |
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|
2022
Q2 | $318K | Hold |
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|
2022
Q1 | $384K | Buy |
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