Kovitz Investment Group Partners, LLC Schwab Strategic Tr Us Large 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 Us Large C stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 10,212 shares of SCHV stock, worth $817,470. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,212
Previous 7,059 44.67%
Holding current value
$817,470
Previous $536,000 41.04%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
804
Shares Held
105M
Call Options Held
3.2K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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