SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

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

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

Q3 2025
Shares 229,328 Value ($000) $6,040 Avg Close — Range —
Q2 2025
Shares 198,879 Value ($000) $4,861 Avg Close — Range —
Q1 2025
Shares 168,380 Value ($000) $3,718 Avg Close — Range —
Q4 2024
Shares 255,824 Value ($000) $5,930 Avg Close — Range —
Q3 2024
Shares 63,414 Value ($000) $4,217 Avg Close — Range —
Q2 2024
Shares 62,494 Value ($000) $4,015 Avg Close — Range —
Q1 2024
Shares 63,414 Value ($000) $3,936 Avg Close — Range —
Q4 2023
Shares 67,945 Value ($000) $3,832 Avg Close — Range —
Q3 2023
Shares 77,724 Value ($000) $3,933 Avg Close — Range —
Q2 2023
Shares 95,814 Value ($000) $5,018 Avg Close — Range —
Q1 2023
Shares 105,725 Value ($000) $5 Avg Close — Range —