SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

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

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

Q3 2025
Shares 205,542 Value ($000) $6,092 Avg Close — Range —
Q2 2025
Shares 85,890 Value ($000) $2,409 Avg Close — Range —
Q1 2025
Shares 35,524 Value ($000) $931 Avg Close — Range —
Q4 2024
Shares 48,079 Value ($000) $1,332 Avg Close — Range —
Q3 2024
Shares 11,926 Value ($000) $989 Avg Close — Range —
Q2 2024
Shares 11,244 Value ($000) $875 Avg Close — Range —
Q1 2024
Shares 11,681 Value ($000) $951 Avg Close — Range —
Q4 2023
Shares 9,007 Value ($000) $678 Avg Close — Range —
Q3 2023
Shares 9,005 Value ($000) $609 Avg Close — Range —
Q2 2023
Shares 9,004 Value ($000) $640 Avg Close — Range —
Q1 2023
Shares 9,179 Value ($000) $1 Avg Close — Range —
Q4 2022
Shares 3,565 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 5,065 Value ($000) $307 Avg Close — Range —
Q2 2022
Shares 5,065 Value ($000) $318 Avg Close — Range —
Q1 2022
Shares 5,065 Value ($000) $384 Avg Close — Range —