Kovitz Investment Group Partners
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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
Q3 		$1.98M Sell
2025
Q2 		$2.04M Buy
2022
Q1 		– Sell
2021
Q4 		$611K Buy
2021
Q1 		– Sell
2020
Q4 		$611K Sell
2020
Q3 		$1.37M Hold
2020
Q2 		$1.38M Buy