Schwab U S Broad Market ETF shares owned by Kovitz Investment Group Partners
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Kovitz Investment Group Partners
from 13F filings
Historical chart of Kovitz Investment Group Partners investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Kovitz Investment Group Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $36M | 1.4M | 25.71 |
| 2025-06-30 | $29M | 1.2M | 23.83 |
| 2025-03-31 | $6.6M | 309k | 21.53 |
| 2024-12-31 | $7.1M | 311k | 22.70 |
| 2024-09-30 | $3.5M | 55k | 64.23 |
| 2024-06-30 | $3.5M | 56k | 62.87 |
| 2024-03-31 | $3.7M | 60k | 61.05 |
| 2023-12-31 | $3.7M | 66k | 55.67 |
| 2023-09-30 | $4.4M | 88k | 49.85 |
| 2023-06-30 | $5.0M | 98k | 51.70 |
| 2023-03-31 | $4.8M | 100k | 47.85 |
More positions owned by Kovitz Investment Group Partners
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