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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kovitz Investment Group Partners's SCHW Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Charles Schwab (SCHW) stake by 0.65% in Q2 2026, selling an estimated $230K and leaving 387,041 shares worth $35.7M. The position accounts for 0.79% of the portfolio, ranked #29.

Kovitz Investment Group Partners first reported a position in SCHW in Q4 2018 and has held it in 31 quarters since. The position peaked at $243M in Q2 2025. 2,314 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Kovitz Investment Group Partners held 387,041 shares of Charles Schwab worth $35.7M as of Q2 2026.
  • Kovitz Investment Group Partners sold 2,524 Charles Schwab shares in Q2 2026, an estimated $230K.
  • Charles Schwab made up 0.79% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #29 holding.
  • Kovitz Investment Group Partners first reported a position in Charles Schwab in Q4 2018 and has held it in 31 quarters since.
  • Kovitz Investment Group Partners's Charles Schwab position peaked at $243M in Q2 2025.
  • 2,314 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.