Grantham, Mayo, Van Otterloo & Co (GMO)
SCHR

Grantham, Mayo, Van Otterloo & Co (GMO)’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.22M Buy
130,628
+16,964
+15% +$419K 0.01% 380
2026
Q1 		$2.83M Buy
113,664
+68,790
+153% +$1.72M 0.01% 396
2025
Q4 		$1.13M Buy
+44,874
New +$1.13M ﹤0.01% 501

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s SCHR Position: Q2 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 15% in Q2 2026, buying an estimated $419K and bringing the position to 130,628 shares worth $3.22M. The position accounts for 0.01% of the portfolio, ranked #380.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in SCHR in Q4 2025 and has held it in 3 quarters since. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Grantham, Mayo, Van Otterloo & Co (GMO) held 130,628 shares of Schwab Intermediately-Term US Treasury ETF worth $3.22M as of Q2 2026.
  • Grantham, Mayo, Van Otterloo & Co (GMO) bought 16,964 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $419K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.01% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q2 2026, its #380 holding.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2026, filed 13 Aug 2026.