Kovitz Investment Group Partners
SCHZ icon

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 – 438
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

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