Kovitz Investment Group Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $655K | Sell |
23,657
-513
| -2% | -$14.2K | ﹤0.01% | 896 |
|
|
2025
Q1 | $642K | Sell |
24,170
-1,365
| -5% | -$36.3K | ﹤0.01% | 843 |
|
|
2024
Q4 | $666K | Buy |
25,535
+17,875
| +233% | +$466K | ﹤0.01% | 818 |
|
|
2024
Q3 | $428K | Sell |
7,660
-2,552
| -25% | -$143K | ﹤0.01% | 780 |
|
|
2024
Q2 | $758K | Buy |
10,212
+3,153
| +45% | +$234K | 0.01% | 595 |
|
|
2024
Q1 | $536K | Buy |
7,059
+762
| +12% | +$57.9K | 0.01% | 493 |
|
|
2023
Q4 | $441K | Sell |
6,297
-270
| -4% | -$18.9K | 0.01% | 337 |
|
|
2023
Q3 | $423K | Buy |
6,567
+24
| +0.4% | +$1.55K | 0.01% | 338 |
|
|
2023
Q2 | $439K | Sell |
6,543
-445
| -6% | -$29.9K | 0.01% | 346 |
|
|
2023
Q1 | $458K | Buy |
+6,988
| New | +$458K | 0.01% | 348 |
|