SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 68,062 Value ($000) $1,785 Avg Close — Range —
Q3 2025
Shares 1,414,828 Value ($000) $36,375 Avg Close — Range —
Q2 2025
Shares 1,217,202 Value ($000) $29,006 Avg Close — Range —
Q1 2025
Shares 308,543 Value ($000) $6,643 Avg Close — Range —
Q4 2024
Shares 311,447 Value ($000) $7,070 Avg Close — Range —
Q3 2024
Shares 55,205 Value ($000) $3,546 Avg Close — Range —
Q2 2024
Shares 55,506 Value ($000) $3,490 Avg Close — Range —
Q1 2024
Shares 60,176 Value ($000) $3,674 Avg Close — Range —
Q4 2023
Shares 65,681 Value ($000) $3,657 Avg Close — Range —
Q3 2023
Shares 87,651 Value ($000) $4,369 Avg Close — Range —
Q2 2023
Shares 97,540 Value ($000) $5,043 Avg Close — Range —
Q1 2023
Shares 99,780 Value ($000) $5 Avg Close — Range —