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

Kovitz Investment Group Partners, LLC

  • $15 Billion
  • Q3 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 11,106 shares of SCHA stock, worth $298,973. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,106
Previous 7,297 52.2%
Holding current value
$298,973
Previous $346,000 65.03%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$46.9 - $51.96 $178,642 - $197,915
3,809 Added 52.2%
11,106 $571,000
Q2 2024

Aug 14, 2024
SELL
$45.24 - $49.04 $6,016 - $6,522
-133 Reduced 1.79%
7,297 $346,000
Q1 2024

May 14, 2024
BUY
$44.84 - $49.24 $333,161 - $365,853
7,430 New
7,430 $365,000

Others Institutions Holding SCHA

# of Institutions
1,144
Shares Held
146M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Kovitz Investment Group Partners, LLC Portfolio

Follow Kovitz Investment Group Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email