Kovitz Investment Group Partners
SCHV

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
Q4 		– Sell
-40,591
Closed -$1.18M – 1165
2025
Q3 		$1.18M Buy
40,591
+16,934
+72% +$481K ﹤0.01% 800
2025
Q2 		$655K Sell
23,657
-513
-2% -$13.5K ﹤0.01% 898
2025
Q1 		$642K Sell
24,170
-1,365
-5% -$36.6K ﹤0.01% 848
2024
Q4 		$666K Buy
25,535
+2,555
+11% +$69K ﹤0.01% 821
2024
Q3 		$428K Sell
22,980
-7,656
-25% -$197K ﹤0.01% 782
2024
Q2 		$758K Buy
30,636
+9,459
+45% +$234K 0.01% 597
2024
Q1 		$536K Buy
21,177
+2,286
+12% +$54.8K 0.01% 495
2023
Q4 		$441K Sell
18,891
-810
-4% -$17.7K 0.01% 338
2023
Q3 		$423K Buy
19,701
+72
+0.4% +$1.62K 0.01% 340
2023
Q2 		$439K Sell
19,629
-1,335
-6% -$29.1K 0.01% 349
2023
Q1 		$458K Buy
+20,964
New +$466K 0.01% 350

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