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

Kovitz Investment Group Partners, LLC

  • $21.5 Billion
  • Q2 2025

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 198,879 shares of SCHX stock, worth $5.01 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
198,879
Previous 168,380 18.11%
Holding current value
$5.01 Million
Previous $3.72 Million 30.75%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$19.6 - $24.44 $597,780 - $745,395
30,499 Added 18.11%
198,879 $4.86 Million
Q1 2025

May 13, 2025
BUY
$21.75 - $24.28 $1.51 Million - $1.69 Million
69,483 Added 70.26%
168,380 $3.72 Million
Q4 2024

Feb 14, 2025
BUY
$22.4 - $68.28 $794,819 - $2.42 Million
35,483 Added 55.95%
98,897 $2.29 Million
Q3 2024

Nov 14, 2024
BUY
$61.11 - $67.85 $56,221 - $62,421
920 Added 1.47%
63,414 $4.3 Million
Q2 2024

Aug 14, 2024
SELL
$58.7 - $64.78 $54,004 - $59,597
-920 Reduced 1.45%
62,494 $4.02 Million
Q1 2024

May 14, 2024
SELL
$55.41 - $62.08 $251,062 - $281,284
-4,531 Reduced 6.67%
63,414 $3.94 Million
Q4 2023

Feb 07, 2024
SELL
$48.47 - $56.6 $473,988 - $553,491
-9,779 Reduced 12.58%
67,945 $3.83 Million
Q3 2023

Nov 09, 2023
SELL
$50.36 - $54.21 $911,012 - $980,658
-18,090 Reduced 18.88%
77,724 $3.93 Million
Q2 2023

Aug 08, 2023
SELL
$47.67 - $52.37 $472,457 - $519,039
-9,911 Reduced 9.37%
95,814 $5.02 Million
Q1 2023

May 11, 2023
BUY
$44.78 - $49.41 $4.73 Million - $5.22 Million
105,725 New
105,725 $5.11 Million

Others Institutions Holding SCHX

# of Institutions
1,552
Shares Held
1.13B
Call Options Held
68.6K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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