Sch Us Mid-cap Etf etf shares owned by Kovitz Investment Group Partners
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Kovitz Investment Group Partners
from 13F filings
Historical chart of Kovitz Investment Group Partners investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Kovitz Investment Group Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1M | 206k | 29.64 |
| 2025-06-30 | $2.4M | 86k | 28.05 |
| 2025-03-31 | $931k | 36k | 26.20 |
| 2024-12-31 | $639k | 23k | 27.71 |
| 2024-09-30 | $989k | 12k | 82.96 |
| 2024-06-30 | $875k | 11k | 77.83 |
| 2024-03-31 | $951k | 12k | 81.43 |
| 2023-12-31 | $678k | 9.0k | 75.32 |
| 2023-09-30 | $610k | 9.0k | 67.68 |
| 2023-06-30 | $640k | 9.0k | 71.03 |
| 2023-03-31 | $623k | 9.2k | 67.87 |
| 2022-12-31 | $234k | 3.6k | 65.64 |
| 2022-09-30 | $307k | 5.1k | 60.61 |
| 2022-06-30 | $318k | 5.1k | 62.78 |
| 2022-03-31 | $384k | 5.1k | 75.81 |
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