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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by Kovitz Investment Group Partners consolidated in one spreadsheet with up to 7 years of data

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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
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