Schwab Strategic Tr us lrg cap etf shares owned by Kovitz Investment Group Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Kovitz Investment Group Partners
from 13F filings
Historical chart of Kovitz Investment Group Partners investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Kovitz Investment Group Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.0M | 229k | 26.34 |
| 2025-06-30 | $4.9M | 199k | 24.44 |
| 2025-03-31 | $3.7M | 168k | 22.08 |
| 2024-12-31 | $5.9M | 256k | 23.18 |
| 2024-09-30 | $4.2M | 63k | 66.50 |
| 2024-06-30 | $4.0M | 63k | 64.25 |
| 2024-03-31 | $3.9M | 63k | 62.06 |
| 2023-12-31 | $3.8M | 68k | 56.40 |
| 2023-09-30 | $3.9M | 78k | 50.60 |
| 2023-06-30 | $5.0M | 96k | 52.37 |
| 2023-03-31 | $5.1M | 106k | 48.37 |
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