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

Kovitz Investment Group Partners, LLC

$21.5 Billion
Q2 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 131,585 shares of SCHD stock, worth $3.5 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

131,585

Previous 50,115 162.57%

Holding current value

$3.5 Million

Previous $1.4 Million 148.89%

% of portfolio

0.02%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$24.32 - $27.87 $1.98 Million - $2.27 Million	81,470 Added 162.57%	131,585 $3.49 Million
Q1 2025 May 13, 2025	BUY	$27.01 - $28.54 $427,541 - $451,759	15,829 Added 46.17%	50,115 $1.4 Million
Q4 2024 Aug 25, 2025	SELL	$26.93 - $84.95 $1.99 Million - $6.27 Million	-73,798 Reduced 56.08%	57,787 $1.58 Million
Q4 2024 Feb 14, 2025	BUY	$26.93 - $84.95 $456,732 - $1.44 Million	16,960 Added 97.89%	34,286 $936,000
Q3 2024 Nov 14, 2024	BUY	$77.02 - $85.06 $209,494 - $231,363	2,720 Added 18.62%	17,326 $1.46 Million
Q2 2024 Aug 14, 2024	BUY	$75.81 - $80.15 $459,332 - $485,628	6,059 Added 70.89%	14,606 $1.14 Million
Q1 2024 May 14, 2024	BUY	$75.25 - $80.63 $48,084 - $51,522	639 Added 8.08%	8,547 $689,000
Q4 2023 Feb 07, 2024	SELL	$66.9 - $76.32 $2.09 Million - $2.39 Million	-31,306 Reduced 79.83%	7,908 $602,000
Q3 2023 Nov 09, 2023	SELL	$70.63 - $75.66 $1.14 Million - $1.22 Million	-16,122 Reduced 29.13%	39,214 $2.77 Million
Q2 2023 Aug 08, 2023	SELL	$69.18 - $73.94 $532,893 - $569,559	-7,703 Reduced 12.22%	55,336 $4.02 Million
Q1 2023 May 11, 2023	BUY	$70.28 - $78.03 $4.43 Million - $4.92 Million	63,039 New	63,039 $4.61 Million

Others Institutions Holding SCHD

# of Institutions

2,030

Shares Held

841M

Call Options Held

4.51M

Put Options Held

2.75M

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About SCHWAB STRATEGIC TR US DIVIDEN

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