Kovitz Investment Group Partners, LLC Schwab Strategic U.S. Mid Cap 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 U.S. Mid Cap stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 205,542 shares of SCHM stock, worth $5.99 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

205,542

Previous 85,890 139.31%

Holding current value

$5.99 Million

Previous $2.41 Million 152.89%

% of portfolio

0.03%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$28.15 - $30.13 $3.37 Million - $3.61 Million	119,652 Added 139.31%	205,542 $6.09 Million
Q2 2025 Aug 14, 2025	BUY	$22.92 - $28.05 $1.15 Million - $1.41 Million	50,366 Added 141.78%	85,890 $2.41 Million
Q1 2025 May 13, 2025	BUY	$25.58 - $29.24 $318,931 - $364,564	12,468 Added 54.08%	35,524 $930,000
Q4 2024 Aug 25, 2025	SELL	$27.54 - $83.04 $1.04 Million - $3.14 Million	-37,811 Reduced 44.02%	48,079 $1.33 Million
Q4 2024 Feb 14, 2025	BUY	$27.54 - $83.04 $306,520 - $924,235	11,130 Added 93.33%	23,056 $638,000

Q3 2024 Nov 14, 2024	BUY	$75.47 - $83.18 $51,470 - $56,728	682 Added 6.07%	11,926 $990,000
Q2 2024 Aug 14, 2024	SELL	$75.69 - $81.19 $33,076 - $35,480	-437 Reduced 3.74%	11,244 $875,000
Q1 2024 May 14, 2024	BUY	$72.89 - $81.43 $194,907 - $217,743	2,674 Added 29.69%	11,681 $951,000
Q4 2023 Feb 07, 2024	BUY	$63.01 - $75.95 $126 - $151	2 Added 0.02%	9,007 $678,000
Q3 2023 Nov 09, 2023	BUY	$66.75 - $73.98 $66 - $73	1 Added 0.01%	9,005 $609,000
Q2 2023 Aug 08, 2023	SELL	$65.29 - $71.03 $11,425 - $12,430	-175 Reduced 1.91%	9,004 $639,000
Q1 2023 May 11, 2023	BUY	$64.24 - $73.9 $360,643 - $414,874	5,614 Added 157.48%	9,179 $623,000
Q4 2022 Jan 19, 2023	SELL	$61.05 - $69.94 $91,575 - $104,910	-1,500 Reduced 29.62%	3,565 $234,000
Q1 2022 Apr 22, 2022	BUY	$70.66 - $80.89 $357,892 - $409,707	5,065 New	5,065 $384,000

Others Institutions Holding SCHM

# of Institutions

1,059

Shares Held

281M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Kovitz Investment Group Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History