Kovitz Investment Group Partners, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 229,328 shares of SCHX stock, worth $6.09 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

229,328

Previous 198,879 15.31%

Holding current value

$6.09 Million

Previous $4.86 Million 24.28%

% of portfolio

0.03%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$24.46 - $26.5 $744,782 - $806,898	30,449 Added 15.31%	229,328 $6.04 Million
Q2 2025 Aug 14, 2025	BUY	$19.6 - $24.44 $597,780 - $745,395	30,499 Added 18.11%	198,879 $4.86 Million
Q1 2025 May 13, 2025	BUY	$21.75 - $24.28 $1.51 Million - $1.69 Million	69,483 Added 70.26%	168,380 $3.72 Million
Q4 2024 Aug 25, 2025	BUY	$22.4 - $68.28 $1.28 Million - $3.89 Million	56,945 Added 28.63%	255,824 $5.93 Million
Q4 2024 Feb 14, 2025	BUY	$22.4 - $68.28 $794,819 - $2.42 Million	35,483 Added 55.95%	98,897 $2.29 Million

Q3 2024 Nov 14, 2024	BUY	$61.11 - $67.85 $56,221 - $62,421	920 Added 1.47%	63,414 $4.3 Million
Q2 2024 Aug 14, 2024	SELL	$58.7 - $64.78 $54,004 - $59,597	-920 Reduced 1.45%	62,494 $4.02 Million
Q1 2024 May 14, 2024	SELL	$55.41 - $62.08 $251,062 - $281,284	-4,531 Reduced 6.67%	63,414 $3.94 Million
Q4 2023 Feb 07, 2024	SELL	$48.47 - $56.6 $473,988 - $553,491	-9,779 Reduced 12.58%	67,945 $3.83 Million
Q3 2023 Nov 09, 2023	SELL	$50.36 - $54.21 $911,012 - $980,658	-18,090 Reduced 18.88%	77,724 $3.93 Million
Q2 2023 Aug 08, 2023	SELL	$47.67 - $52.37 $472,457 - $519,039	-9,911 Reduced 9.37%	95,814 $5.02 Million
Q1 2023 May 11, 2023	BUY	$44.78 - $49.41 $4.73 Million - $5.22 Million	105,725 New	105,725 $5.11 Million

Others Institutions Holding SCHX

# of Institutions

1,631

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

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About SCHWAB STRATEGIC TR US LARGE-C

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