Schwab Strategic Tr 0 shares owned by Kovitz Investment Group Partners
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Kovitz Investment Group Partners
from 13F filings
Historical chart of Kovitz Investment Group Partners investment in Schwab Strategic Tr 0
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All positions including Schwab Strategic Tr 0 held by Kovitz Investment Group Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr 0 by Kovitz Investment Group Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.5M | 48k | 52.01 |
| 2024-03-31 | $2.4M | 46k | 52.16 |
| 2023-12-31 | $2.3M | 44k | 52.20 |
| 2023-09-30 | $2.0M | 40k | 50.49 |
| 2023-06-30 | $1.9M | 37k | 52.43 |
| 2023-03-31 | $2.0M | 37k | 53.60 |
| 2022-12-31 | $1.6M | 30k | 51.79 |
| 2022-09-30 | $1.5M | 30k | 51.81 |
| 2022-06-30 | $2.3M | 41k | 55.81 |
| 2022-03-31 | $2.4M | 40k | 60.71 |
| 2021-12-31 | $5.7M | 92k | 62.08 |
| 2021-09-30 | $2.5M | 40k | 62.59 |
| 2021-06-30 | $3.4M | 55k | 62.51 |
| 2021-03-31 | $5.4M | 89k | 61.16 |
| 2020-12-31 | $5.7M | 91k | 62.08 |
| 2020-09-30 | $7.5M | 122k | 61.63 |
| 2020-06-30 | $6.8M | 113k | 60.02 |
| 2020-03-31 | $4.1M | 71k | 57.51 |
| 2019-12-31 | $3.5M | 62k | 56.62 |
| 2019-09-30 | $3.4M | 60k | 56.77 |
| 2019-03-31 | $1.8M | 33k | 54.99 |
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