SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

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

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

Q3 2025
Shares 177,910 Value ($000) $4,141 Avg Close — Range —
Q2 2025
Shares 133,355 Value ($000) $2,947 Avg Close — Range —
Q1 2025
Shares 34,181 Value ($000) $676 Avg Close — Range —
Q4 2024
Shares 2,386,008 Value ($000) $44,141 Avg Close — Range —
Q3 2024
Shares 19,046 Value ($000) $419 Avg Close — Range —
Q2 2024
Shares 5,428 Value ($000) $209 Avg Close — Range —
Q1 2024
Shares 6,198 Value ($000) $242 Avg Close — Range —
Q2 2023
Shares 9,321 Value ($000) $332 Avg Close — Range —
Q1 2023
Shares 9,256 Value ($000) $0 Avg Close — Range —