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 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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $434M AUM 11.97% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s SCHR Position: Q1 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 153% in Q1 2026, buying an estimated $1.72M and bringing the position to 113,664 shares worth $2.83M. The position accounts for 0.01% of the portfolio, ranked #396.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in SCHR in Q4 2025 and has held it in 2 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Grantham, Mayo, Van Otterloo & Co (GMO) held 113,664 shares of Schwab Intermediately-Term US Treasury ETF worth $2.83M as of Q1 2026.
Grantham, Mayo, Van Otterloo & Co (GMO) bought 68,790 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $1.72M.
Schwab Intermediately-Term US Treasury ETF made up 0.01% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q1 2026, its #396 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 2 quarters since.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2026, filed 14 May 2026.