Kovitz Investment Group Partners, LLC Schwab Us Aggregate Bond ETF Transaction History

Kovitz Investment Group Partners, LLC

$23.6 Billion
Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 84,543 shares of SCHZ stock, worth $1.98 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

84,543

Previous 87,958 3.88%

Holding current value

$1.98 Million

Previous $2.04 Million 2.94%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$22.9 - $23.58 $78,203 - $80,525	-3,415 Reduced 3.88%	84,543 $1.98 Million
Q2 2025 Aug 14, 2025	BUY	$22.68 - $23.28 $1.99 Million - $2.05 Million	87,958 New	87,958 $2.04 Million
Q1 2022 Apr 22, 2022	SELL	$50.05 - $53.52 $545,545 - $583,368	-10,900 Closed	0 $0
Q4 2021 Feb 04, 2022	BUY	$53.63 - $54.52 $584,567 - $594,268	10,900 New	10,900 $611,000
Q1 2021 May 06, 2021	SELL	$53.75 - $55.97 $585,875 - $610,073	-10,900 Closed	0 $0

Q4 2020 Feb 12, 2021	SELL	$55.56 - $56.23 $755,616 - $764,728	-13,600 Reduced 55.51%	10,900 $611,000
Q2 2020 Aug 12, 2020	BUY	$54.35 - $56.24 $1.33 Million - $1.38 Million	24,500 New	24,500 $1.38 Million

Others Institutions Holding SCHZ

# of Institutions

717

Shares Held

176M

Call Options Held

Put Options Held

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

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Kovitz Investment Group Partners, LLC Schwab Us Aggregate Bond ETF Transaction History