Kovitz Investment Group Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-84,543	Closed	-$1.98M	–	1167
2025 Q3	$1.98M	Sell	84,543 -3,415	-4%	-$79.3K	0.01%	670
2025 Q2	$2.04M	Buy	+87,958	New	+$2.02M	0.01%	623
2022 Q1	–	Sell	-21,800	Closed	-$611K	–	455
2021 Q4	$611K	Buy	+21,800	New	+$589K	0.01%	328
2021 Q1	–	Sell	-21,800	Closed	-$611K	–	435
2020 Q4	$611K	Sell	21,800 -27,200	-56%	-$761K	0.01%	325
2020 Q3	$1.37M	Hold	49,000	–	–	0.04%	225
2020 Q2	$1.38M	Buy	+49,000	New	+$1.36M	0.04%	216

Other funds holding SCHZ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2025, closing a stake of 84,543 shares — an estimated $1.98M sold.

Kovitz Investment Group Partners first reported a position in SCHZ in Q2 2020 and held it in 6 quarters. The position peaked at $2.04M in Q2 2025. 671 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 84,543 Schwab US Aggregate Bond ETF shares in Q4 2025, an estimated $1.98M.
Kovitz Investment Group Partners first reported a position in Schwab US Aggregate Bond ETF in Q2 2020 and held it in 6 quarters.
Kovitz Investment Group Partners's Schwab US Aggregate Bond ETF position peaked at $2.04M in Q2 2025.
671 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.

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