Kovitz Investment Group Partners, LLC's ownership history for SCHW

Kovitz Investment Group Partners, LLC currently holds 2.3M shares with a market value of $222.5M. It started holding SCHW on 2024-09-30. At its peak, it held 11.0M shares on 2024-12-31. Its highest holding value was $814.5M on 2024-12-31. At its lowest, it held 2.3M shares on 2025-09-30, with a value of $155.2M on 2024-09-30. In the recent 180 days, Kovitz Investment Group Partners, LLC has decreased its shares by 351.4K. In the recent year, Kovitz Investment Group Partners, LLC has decreased its shares by 91.3K.