Kovitz Investment Group Partners
SCHR

Kovitz Investment Group Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Kovitz Investment Group Partners’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,590
Closed -$241K – 1164
2025
Q3 		$241K Hold
9,590
– – ﹤0.01% 1283
2025
Q2 		$240K Buy
+9,590
New +$238K ﹤0.01% 1216

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ETC
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CWA
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Kovitz Investment Group Partners's SCHR Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2025, closing a stake of 9,590 shares — an estimated $241K sold.

Kovitz Investment Group Partners first reported a position in SCHR in Q2 2025 and held it in 2 quarters. The position peaked at $241K in Q3 2025. 484 funds tracked by Wall St. Rank hold SCHR as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 9,590 Schwab Intermediately-Term US Treasury ETF shares in Q4 2025, an estimated $241K.
  • Kovitz Investment Group Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $241K in Q3 2025.
  • 484 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2025.

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