Position history for Kovitz Investment Group Partners, LLC's holdings in THE CHARLES SCHWAB CORPORATI
Kovitz Investment Group Partners, LLC holds 413,767 shares of SCHW (THE CHARLES SCHWAB CORPORATI), worth $41.3M as of 2025-Q4. The position was decreased (-82.2% shares). SCHW represents 0.9% of Kovitz Investment Group Partners, LLC's portfolio.
Current Value
$41.3M
Current Shares
413,767
Total Value Change
-$132.9M
Total Shares Change
-2M
Other major holders of SCHW: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 413,767 |
-82.2% |
| $41.3M |
| 0.9% |
| $100.21 |
0 |
| 2025-Q3 | Decreased | 2.3M | -12.5% | $222.5M | 0.9% | $96.29 | 0 |
| 2025-Q2 | Decreased | 2.7M | -0.6% | $243.1M | 1.0% | $89.17 | 0 |
| 2025-Q1 | Decreased | 2.7M | -8.5% | $209.9M | 1.1% | $76.86 | 0 |
| 2024-Q4 | Increased | 2.9M | +21.1% | $217M | 1.1% | $72.79 | 58 |
| 2024-Q3 | Increased | 2.4M | +2.4% | $155.2M | 1.1% | $63.21 | 49 |
| 2024-Q2 | Increased | 2.4M | +2.5% | $174.2M | 1.5% | $72.02 | 49 |