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 $1.48 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

63,414

Previous 62,494 1.47%

Holding current value

$1.48 Million

Previous $4.02 Million 7.15%

% of portfolio

0.03%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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