SCHWAB STRATEGIC TR

Ticker: SCHI CUSIP: 808524698 Class: 5 10YR CORP BD

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

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

Q3 2025
Shares 16,705 Value ($000) $386 Avg Close — Range —
Q2 2025
Shares 28,089 Value ($000) $639 Avg Close — Range —