Kovitz Investment Group Partners, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 5,611,963 shares of SCHG stock, worth $178 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

5,611,963

Previous 5,487,959 2.26%

Holding current value

$178 Million

Previous $137 Million 19.29%

% of portfolio

0.76%

Previous 0.76%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$22.27 - $29.21 $2.76 Million - $3.62 Million	124,004 Added 2.26%	5,611,963 $164 Million
Q1 2025 May 13, 2025	SELL	$24.91 - $29.02 $8.79 Million - $10.2 Million	-352,862 Reduced 6.04%	5,487,959 $137 Million
Q4 2024 Aug 25, 2025	BUY	$25.93 - $105.3 $6.54 Million - $26.6 Million	252,216 Added 4.49%	5,864,179 $163 Million
Q4 2024 Feb 14, 2025	BUY	$25.93 - $105.3 $151 Million - $614 Million	5,833,666 Added 81532.72%	5,840,821 $163 Million
Q3 2024 Nov 14, 2024	BUY	$92.63 - $105.69 $11,486 - $13,105	124 Added 1.76%	7,155 $745,000
Q2 2024 Aug 14, 2024	BUY	$87.04 - $101.61 $25,502 - $29,771	293 Added 4.35%	7,031 $709,000
Q1 2024 May 14, 2024	BUY	$80.6 - $93.32 $322 - $373	4 Added 0.06%	6,738 $624,000
Q4 2023 Feb 07, 2024	SELL	$70.08 - $83.37 $82,484 - $98,126	-1,177 Reduced 14.88%	6,734 $558,000
Q3 2023 Nov 09, 2023	SELL	$71.99 - $78.02 $62,775 - $68,033	-872 Reduced 9.93%	7,911 $575,000
Q2 2023 Aug 08, 2023	SELL	$63.6 - $74.95 $145,071 - $170,960	-2,281 Reduced 20.62%	8,783 $658,000
Q1 2023 May 11, 2023	BUY	$54.19 - $65.17 $599,558 - $721,040	11,064 New	11,064 $721,000

Others Institutions Holding SCHG

# of Institutions

1,636

Shares Held

832M

Call Options Held

606K

Put Options Held

163K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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