SCHWAB STRATEGIC TR

Ticker: FNDX CUSIP: 808524771 Class: FUNDAMENTAL US L

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

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

Q3 2025
Shares 28,604 Value ($000) $752 Avg Close — Range —
Q2 2025
Shares 29,093 Value ($000) $714 Avg Close — Range —
Q1 2025
Shares 21,670 Value ($000) $512 Avg Close — Range —
Q4 2024
Shares 23,022 Value ($000) $545 Avg Close — Range —
Q3 2024
Shares 7,107 Value ($000) $510 Avg Close — Range —