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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SEI Investments
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MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2025, closing a stake of 40,591 shares — an estimated $1.18M sold.

Kovitz Investment Group Partners first reported a position in SCHV in Q1 2023 and held it in 11 quarters. The position peaked at $1.18M in Q3 2025. 932 funds tracked by Wall St. Rank hold SCHV as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 40,591 Schwab US Large-Cap Value ETF shares in Q4 2025, an estimated $1.18M.
  • Kovitz Investment Group Partners first reported a position in Schwab US Large-Cap Value ETF in Q1 2023 and held it in 11 quarters.
  • Kovitz Investment Group Partners's Schwab US Large-Cap Value ETF position peaked at $1.18M in Q3 2025.
  • 932 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2025.

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