Kovitz Investment Group Partners
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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

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