Kovitz Investment Group Partners, LLC Schwab Strategic Tr Us Small C Transaction History

Kovitz Investment Group Partners, LLC

  • $28.6 Billion
  • Q4 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 23,469 shares of SCHA stock, worth $567,480. This represents 0.0% of its overall portfolio holdings.

Number of Shares
23,469
Previous 23,469 -0.0%
Holding current value
$567,480
Previous $606,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$25.33 - $51.16 $313,154 - $632,491
12,363 Added 111.32%
23,469 $606,000
Q3 2024

Nov 14, 2024
BUY
$46.9 - $51.96 $178,642 - $197,915
3,809 Added 52.2%
11,106 $571,000
Q2 2024

Aug 14, 2024
SELL
$45.24 - $49.04 $6,016 - $6,522
-133 Reduced 1.79%
7,297 $346,000
Q1 2024

May 14, 2024
BUY
$44.84 - $49.24 $333,161 - $365,853
7,430 New
7,430 $365,000

Others Institutions Holding SCHA

# of Institutions
1,251
Shares Held
274M
Call Options Held
66.4K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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