SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

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

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

Q3 2025
Shares 5,701,018 Value ($000) $181,919 Avg Close — Range —
Q2 2025
Shares 5,611,963 Value ($000) $163,925 Avg Close — Range —
Q1 2025
Shares 5,487,959 Value ($000) $137,418 Avg Close — Range —
Q4 2024
Shares 5,864,179 Value ($000) $163,435 Avg Close — Range —
Q3 2024
Shares 7,155 Value ($000) $646 Avg Close — Range —
Q2 2024
Shares 7,031 Value ($000) $709 Avg Close — Range —
Q1 2024
Shares 6,738 Value ($000) $625 Avg Close — Range —
Q4 2023
Shares 6,734 Value ($000) $559 Avg Close — Range —
Q3 2023
Shares 7,911 Value ($000) $575 Avg Close — Range —
Q2 2023
Shares 8,783 Value ($000) $658 Avg Close — Range —
Q1 2023
Shares 11,064 Value ($000) $1 Avg Close — Range —