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 63,414 shares of SCHX stock, worth $1.47 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
63,414
Previous 62,494
1.47%
Holding current value
$1.47 Million
Previous $4.02 Million
7.15%
% of portfolio
0.03%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding SCHX
# of Institutions
1,350Shares Held
348MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$648 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$594 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$478 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$323 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$287 Million1.12% of portfolio