SCHWAB STRATEGIC TR

Ticker: SCHV CUSIP: 808524409 Class: US LCAP VA ETF

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

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

Q3 2025
Shares 40,591 Value ($000) $1,182 Avg Close — Range —
Q2 2025
Shares 23,657 Value ($000) $655 Avg Close — Range —
Q1 2025
Shares 24,170 Value ($000) $642 Avg Close — Range —
Q4 2024
Shares 25,535 Value ($000) $666 Avg Close — Range —
Q3 2024
Shares 7,660 Value ($000) $428 Avg Close — Range —
Q2 2024
Shares 10,212 Value ($000) $758 Avg Close — Range —
Q1 2024
Shares 7,059 Value ($000) $536 Avg Close — Range —
Q4 2023
Shares 6,297 Value ($000) $441 Avg Close — Range —
Q3 2023
Shares 6,567 Value ($000) $423 Avg Close — Range —
Q2 2023
Shares 6,543 Value ($000) $439 Avg Close — Range —
Q1 2023
Shares 6,988 Value ($000) $0 Avg Close — Range —