Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Kovitz Investment Group Partners’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$655K Sell
2025
Q1 		$642K Sell
2024
Q4 		$666K Buy
2024
Q3 		$428K Sell
2024
Q2 		$758K Buy
2024
Q1 		$536K Buy
2023
Q4 		$441K Sell
2023
Q3 		$423K Buy
2023
Q2 		$439K Sell
2023
Q1 		$458K Buy