SCHWAB STRATEGIC TR

Ticker: SCHA CUSIP: 808524607 Class: US SML CAP ETF

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

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

Q3 2025
Shares 103,251 Value ($000) $2,881 Avg Close — Range —
Q2 2025
Shares 101,411 Value ($000) $2,566 Avg Close — Range —
Q1 2025
Shares 19,500 Value ($000) $457 Avg Close — Range —
Q4 2024
Shares 25,502 Value ($000) $659 Avg Close — Range —
Q3 2024
Shares 11,106 Value ($000) $460 Avg Close — Range —
Q2 2024
Shares 7,297 Value ($000) $346 Avg Close — Range —
Q1 2024
Shares 7,430 Value ($000) $366 Avg Close — Range —