Kovitz Investment Group Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Kovitz Investment Group Partners’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-205,542	Closed	-$6.09M	–	1163
2025 Q3	$6.09M	Buy	205,542 +119,652	+139%	+$3.48M	0.02%	427
2025 Q2	$2.41M	Buy	85,890 +50,366	+142%	+$1.33M	0.01%	587
2025 Q1	$931K	Sell	35,524 -12,555	-26%	-$350K	﹤0.01%	762
2024 Q4	$1.33M	Buy	48,079 +12,301	+34%	+$350K	0.01%	654
2024 Q3	$989K	Buy	35,778 +2,046	+6%	+$54.4K	0.01%	627
2024 Q2	$875K	Sell	33,732 -1,311	-4%	-$34.3K	0.01%	566
2024 Q1	$951K	Buy	35,043 +8,022	+30%	+$205K	0.01%	418
2023 Q4	$678K	Buy	27,021 +6	+0%	+$137	0.01%	307
2023 Q3	$609K	Buy	27,015 +3	+0%	+$71	0.01%	314
2023 Q2	$640K	Sell	27,012 -525	-2%	-$11.8K	0.01%	326
2023 Q1	$623K	Buy	27,537 +16,842	+157%	+$388K	0.01%	326
2022 Q4	$234K	Sell	10,695 -4,500	-30%	-$98.6K	﹤0.01%	377
2022 Q3	$307K	Hold	15,195	–	–	0.01%	353
2022 Q2	$318K	Hold	15,195	–	–	0.01%	364
2022 Q1	$384K	Buy	+15,195	New	+$381K	0.01%	363

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2025, closing a stake of 205,542 shares — an estimated $6.09M sold.

Kovitz Investment Group Partners first reported a position in SCHM in Q1 2022 and held it in 15 quarters. The position peaked at $6.09M in Q3 2025. 999 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Schwab US Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 205,542 Schwab US Mid-Cap ETF shares in Q4 2025, an estimated $6.09M.
Kovitz Investment Group Partners first reported a position in Schwab US Mid-Cap ETF in Q1 2022 and held it in 15 quarters.
Kovitz Investment Group Partners's Schwab US Mid-Cap ETF position peaked at $6.09M in Q3 2025.
999 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

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