Kovitz Investment Group Partners, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Kovitz Investment Group Partners, LLC

  • $10.5 Billion
  • Q2 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 7,518 shares of SCHJ stock, worth $372,892. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,518
Previous 7,465 0.71%
Holding current value
$372,892
Previous $360,000 0.56%
% of portfolio
0.0%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$47.73 - $48.35 $2,529 - $2,562
53 Added 0.71%
7,518 $362,000
Q1 2024

May 14, 2024
BUY
$48.03 - $48.53 $1,729 - $1,747
36 Added 0.48%
7,465 $360,000
Q4 2023

Feb 07, 2024
BUY
$46.51 - $48.38 $2,976 - $3,096
64 Added 0.87%
7,429 $359,000
Q3 2023

Nov 09, 2023
BUY
$46.87 - $47.5 $2,015 - $2,042
43 Added 0.59%
7,365 $345,000
Q2 2023

Aug 08, 2023
BUY
$47.14 - $47.79 $345,159 - $349,918
7,322 New
7,322 $346,000

Others Institutions Holding SCHJ

# of Institutions
95
Shares Held
4.62M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

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