Kovitz Investment Group Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History

Kovitz Investment Group Partners, LLC

  • $18.2 Billion
  • Q1 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 35,524 shares of SCHM stock, worth $967,318. This represents 0.01% of its overall portfolio holdings.

Number of Shares
35,524
Previous 35,524 -0.0%
Holding current value
$967,318
Previous $930,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$25.58 - $29.24 $318,931 - $364,564
12,468 Added 54.08%
35,524 $930,000
Q4 2024

Feb 14, 2025
BUY
$27.54 - $83.04 $306,520 - $924,235
11,130 Added 93.33%
23,056 $638,000
Q3 2024

Nov 14, 2024
BUY
$75.47 - $83.18 $51,470 - $56,728
682 Added 6.07%
11,926 $990,000
Q2 2024

Aug 14, 2024
SELL
$75.69 - $81.19 $33,076 - $35,480
-437 Reduced 3.74%
11,244 $875,000
Q1 2024

May 14, 2024
BUY
$72.89 - $81.43 $194,907 - $217,743
2,674 Added 29.69%
11,681 $951,000
Q4 2023

Feb 07, 2024
BUY
$63.01 - $75.95 $126 - $151
2 Added 0.02%
9,007 $678,000
Q3 2023

Nov 09, 2023
BUY
$66.75 - $73.98 $66 - $73
1 Added 0.01%
9,005 $609,000
Q2 2023

Aug 08, 2023
SELL
$65.29 - $71.03 $11,425 - $12,430
-175 Reduced 1.91%
9,004 $639,000
Q1 2023

May 11, 2023
BUY
$64.24 - $73.9 $360,643 - $414,874
5,614 Added 157.48%
9,179 $623,000
Q4 2022

Jan 19, 2023
SELL
$61.05 - $69.94 $91,575 - $104,910
-1,500 Reduced 29.62%
3,565 $234,000
Q1 2022

Apr 22, 2022
BUY
$70.66 - $80.89 $357,892 - $409,707
5,065 New
5,065 $384,000

Others Institutions Holding SCHM

# of Institutions
1,003
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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