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

Kovitz Investment Group Partners, LLC

$15 Billion
Q3 2024

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 7,660 shares of SCHV stock, worth $199,849. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,660

Previous 10,212 24.99%

Holding current value

$199,849

Previous $756,000 18.65%

% of portfolio

0.0%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$73.43 - $80.37 $187,393 - $205,104	-2,552 Reduced 24.99%	7,660 $615,000
Q2 2024 Aug 14, 2024	BUY	$71.74 - $75.86 $226,196 - $239,186	3,153 Added 44.67%	10,212 $756,000
Q1 2024 May 14, 2024	BUY	$68.82 - $75.98 $52,440 - $57,896	762 Added 12.1%	7,059 $536,000
Q4 2023 Feb 07, 2024	SELL	$61.16 - $70.24 $16,513 - $18,964	-270 Reduced 4.11%	6,297 $441,000
Q3 2023 Nov 09, 2023	BUY	$64.45 - $69.39 $1,546 - $1,665	24 Added 0.37%	6,567 $423,000
Q2 2023 Aug 08, 2023	SELL	$63.33 - $67.21 $28,181 - $29,908	-445 Reduced 6.37%	6,543 $438,000
Q1 2023 May 11, 2023	BUY	$62.59 - $69.3 $437,378 - $484,268	6,988 New	6,988 $458,000

Others Institutions Holding SCHV

# of Institutions

836

Shares Held

112M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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