Kovitz Investment Group Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Kovitz Investment Group Partners’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-229,328	Closed	-$6.04M	–	1166
2025 Q3	$6.04M	Buy	229,328 +30,449	+15%	+$773K	0.02%	428
2025 Q2	$4.86M	Buy	198,879 +30,499	+18%	+$690K	0.02%	453
2025 Q1	$3.72M	Sell	168,380 -87,444	-34%	-$2.04M	0.02%	458
2024 Q4	$5.93M	Buy	255,824 +65,582	+34%	+$1.53M	0.03%	371
2024 Q3	$4.22M	Buy	190,242 +2,760	+1%	+$60.1K	0.03%	370
2024 Q2	$4.02M	Sell	187,482 -2,760	-1%	-$57K	0.03%	320
2024 Q1	$3.94M	Sell	190,242 -13,593	-7%	-$268K	0.05%	229
2023 Q4	$3.83M	Sell	203,835 -29,337	-13%	-$515K	0.06%	186
2023 Q3	$3.93M	Sell	233,172 -54,270	-19%	-$952K	0.07%	175
2023 Q2	$5.02M	Sell	287,442 -29,733	-9%	-$491K	0.07%	156
2023 Q1	$5.11M	Buy	+317,175	New	+$4.99M	0.09%	147

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2025, closing a stake of 229,328 shares — an estimated $6.04M sold.

Kovitz Investment Group Partners first reported a position in SCHX in Q1 2023 and held it in 11 quarters. The position peaked at $6.04M in Q3 2025. 1,554 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Schwab US Large- Cap ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 229,328 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $6.04M.
Kovitz Investment Group Partners first reported a position in Schwab US Large- Cap ETF in Q1 2023 and held it in 11 quarters.
Kovitz Investment Group Partners's Schwab US Large- Cap ETF position peaked at $6.04M in Q3 2025.
1,554 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

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