Kovitz Investment Group Partners, LLC Schwab Strategic Tr Us Broad M Transaction History

Kovitz Investment Group Partners, LLC

$23.6 Billion
Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 1,414,828 shares of SCHB stock, worth $36.5 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

1,414,828

Previous 1,217,202 16.24%

Holding current value

$36.5 Million

Previous $29 Million 25.41%

% of portfolio

0.15%

Previous 0.13%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$23.82 - $25.84 $4.71 Million - $5.11 Million	197,626 Added 16.24%	1,414,828 $36.4 Million
Q2 2025 Aug 14, 2025	BUY	$19.1 - $23.83 $17.4 Million - $21.7 Million	908,659 Added 294.5%	1,217,202 $29 Million
Q1 2025 May 13, 2025	BUY	$21.23 - $23.75 $2.85 Million - $3.19 Million	134,130 Added 76.9%	308,543 $6.64 Million
Q4 2024 Aug 25, 2025	SELL	$22.01 - $66.82 $19.9 Million - $60.5 Million	-905,755 Reduced 74.41%	311,447 $7.07 Million
Q4 2024 Feb 14, 2025	BUY	$22.01 - $66.82 $2.62 Million - $7.97 Million	119,208 Added 215.94%	174,413 $3.96 Million

Q3 2024 Nov 14, 2024	SELL	$59.93 - $66.52 $18,038 - $20,022	-301 Reduced 0.54%	55,205 $3.67 Million
Q2 2024 Aug 14, 2024	SELL	$57.57 - $63.3 $268,851 - $295,611	-4,670 Reduced 7.76%	55,506 $3.49 Million
Q1 2024 May 14, 2024	SELL	$54.61 - $61.05 $300,628 - $336,080	-5,505 Reduced 8.38%	60,176 $3.67 Million
Q4 2023 Feb 07, 2024	SELL	$47.61 - $55.91 $1.05 Million - $1.23 Million	-21,970 Reduced 25.07%	65,681 $3.66 Million
Q3 2023 Nov 09, 2023	SELL	$49.59 - $53.57 $490,395 - $529,753	-9,889 Reduced 10.14%	87,651 $4.37 Million
Q2 2023 Aug 08, 2023	SELL	$47.08 - $51.7 $105,459 - $115,808	-2,240 Reduced 2.24%	97,540 $5.04 Million
Q1 2023 May 11, 2023	BUY	$44.47 - $49.23 $4.44 Million - $4.91 Million	99,780 New	99,780 $4.77 Million

Others Institutions Holding SCHB

# of Institutions

1,378

Shares Held

499M

Call Options Held

299K

Put Options Held

22.8K

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About SCHWAB STRATEGIC TR US BROAD M

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Kovitz Investment Group Partners, LLC Schwab Strategic Tr Us Broad M Transaction History