Kovitz Investment Group Partners, LLC Schwab Strategic U.S. Reit ETF 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 U.S. Reit ETF stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 20,676 shares of SCHH stock, worth $442,879. This represents 0.0% of its overall portfolio holdings.

Number of Shares

20,676

Previous 14,562 41.99%

Holding current value

$442,879

Previous $313,000 39.62%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$18.94 - $21.67 $115,799 - $132,490	6,114 Added 41.99%	20,676 $437,000
Q1 2025 May 13, 2025	BUY	$20.2 - $22.24 $294,152 - $323,858	14,562 New	14,562 $313,000
Q3 2024 Nov 14, 2024	SELL	$19.78 - $23.53 $7,160 - $8,517	-362 Reduced 2.85%	12,334 $285,000
Q2 2024 Aug 14, 2024	BUY	$18.53 - $20.2 $74 - $80	4 Added 0.03%	12,696 $253,000
Q1 2024 May 14, 2024	BUY	$19.39 - $20.93 $246,097 - $265,643	12,692 New	12,692 $257,000
Q2 2022 Aug 02, 2022	SELL	$20.18 - $25.97 $163,942 - $210,980	-8,124 Closed	0 $0
Q1 2022 Apr 22, 2022	BUY	$22.75 - $26.16 $184,821 - $212,523	8,124 New	8,124 $202,000

Others Institutions Holding SCHH

# of Institutions

595

Shares Held

179M

Call Options Held

59.3K

Put Options Held

15.1K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

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Kovitz Investment Group Partners, LLC Schwab Strategic U.S. Reit ETF Transaction History