SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 12,128 Value ($000) $333 Avg Close — Range —
Q3 2025
Shares 142,414 Value ($000) $3,888 Avg Close — Range —
Q2 2025
Shares 131,585 Value ($000) $3,487 Avg Close — Range —
Q1 2025
Shares 50,115 Value ($000) $1,401 Avg Close — Range —
Q4 2024
Shares 57,787 Value ($000) $1,579 Avg Close — Range —
Q3 2024
Shares 17,326 Value ($000) $1,206 Avg Close — Range —
Q2 2024
Shares 14,606 Value ($000) $1,136 Avg Close — Range —
Q1 2024
Shares 8,547 Value ($000) $689 Avg Close — Range —
Q4 2023
Shares 7,908 Value ($000) $602 Avg Close — Range —
Q3 2023
Shares 39,214 Value ($000) $2,775 Avg Close — Range —
Q2 2023
Shares 55,336 Value ($000) $4,019 Avg Close — Range —
Q1 2023
Shares 63,039 Value ($000) $5 Avg Close — Range —