Kovitz Investment Group Partners, LLC Schwab Intermediate Term Us Tr Transaction History

Kovitz Investment Group Partners, LLC

  • $23.6 Billion
  • Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 9,590 shares of SCHR stock, worth $240,804. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,590
Previous 9,590 -0.0%
Holding current value
$240,804
Previous $240,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$24.54 - $25.07 $235,338 - $240,421
9,590 New
9,590 $240,000

Others Institutions Holding SCHR

# of Institutions
514
Shares Held
386M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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  • Ticker SCHR
  • Sector ETFs
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