Kovitz Investment Group Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.86M | Buy |
198,879
+30,499
| +18% | +$745K | 0.02% | 453 |
|
|
2025
Q1 | $3.72M | Sell |
168,380
-87,444
| -34% | -$1.93M | 0.02% | 457 |
|
|
2024
Q4 | $5.93M | Buy |
255,824
+65,582
| +34% | +$1.52M | 0.03% | 370 |
|
|
2024
Q3 | $4.22M | Buy |
190,242
+2,760
| +1% | +$61.2K | 0.03% | 369 |
|
|
2024
Q2 | $4.02M | Sell |
187,482
-2,760
| -1% | -$59.1K | 0.03% | 320 |
|
|
2024
Q1 | $3.94M | Sell |
190,242
-13,593
| -7% | -$281K | 0.05% | 228 |
|
|
2023
Q4 | $3.83M | Sell |
203,835
-29,337
| -13% | -$552K | 0.06% | 186 |
|
|
2023
Q3 | $3.93M | Sell |
233,172
-54,270
| -19% | -$915K | 0.07% | 174 |
|
|
2023
Q2 | $5.02M | Sell |
287,442
-29,733
| -9% | -$519K | 0.07% | 155 |
|
|
2023
Q1 | $5.11M | Buy |
+317,175
| New | +$5.11M | 0.09% | 147 |
|