SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

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

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

Q3 2025
Shares 84,543 Value ($000) $1,984 Avg Close — Range —
Q2 2025
Shares 87,958 Value ($000) $2,044 Avg Close — Range —
Q4 2021
Shares 10,900 Value ($000) $611 Avg Close — Range —
Q4 2020
Shares 10,900 Value ($000) $611 Avg Close — Range —
Q3 2020
Shares 24,500 Value ($000) $1,374 Avg Close — Range —
Q2 2020
Shares 24,500 Value ($000) $1,378 Avg Close — Range —