Kovitz Investment Group Partners
SCHW

Kovitz Investment Group Partners’s Charles Schwab SCHW Stock Holding History

Kovitz Investment Group Partners’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-202
Closed -$260K – 833
2024
Q1 		$260K Buy
+202
New +$13.3K ﹤0.01% 604
2023
Q3 		– Sell
-1,561
Closed -$473K – 410
2023
Q2 		$473K Buy
+1,561
New +$81.8K 0.01% 342

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kovitz Investment Group Partners's SCHW Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Charles Schwab (SCHW) stake by 5.8% in Q1 2026, selling an estimated $2.37M and leaving 389,565 shares worth $36.6M. The position accounts for 0.85% of the portfolio, ranked #22.

Kovitz Investment Group Partners first reported a position in SCHW in Q4 2018 and has held it in 30 quarters since. The position peaked at $243M in Q2 2025. 2,321 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Kovitz Investment Group Partners held 389,565 shares of Charles Schwab worth $36.6M as of Q1 2026.
  • Kovitz Investment Group Partners sold 24,202 Charles Schwab shares in Q1 2026, an estimated $2.37M.
  • Charles Schwab made up 0.85% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #22 holding.
  • Kovitz Investment Group Partners first reported a position in Charles Schwab in Q4 2018 and has held it in 30 quarters since.
  • Kovitz Investment Group Partners's Charles Schwab position peaked at $243M in Q2 2025.
  • 2,321 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.