Savant Capital’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Savant Capital’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	$20.1M	Buy	818,221 +725,610	+784%	+$17.9M	0.06%	187
2026 Q1	$2.31M	Sell	92,611 -6,258	-6%	-$157K	0.01%	393
2025 Q4	$2.48M	Sell	98,869 -2,140	-2%	-$53.9K	0.01%	367
2025 Q3	$2.54M	Buy	+101,009	New	+$2.52M	0.02%	349
2024 Q1	–	Sell	-13,894	Closed	-$345K	–	1127
2023 Q4	$345K	Buy	13,894 +480	+4%	+$11.6K	﹤0.01%	662
2023 Q3	$322K	Buy	13,414 +584	+5%	+$14.2K	﹤0.01%	638
2023 Q2	$316K	Buy	12,830 +1,002	+8%	+$25.1K	﹤0.01%	636
2023 Q1	$298K	Buy	11,828 +16	+0.1%	+$399	0.01%	597
2022 Q4	$291K	Sell	11,812 -2,408	-17%	-$59.3K	0.01%	471
2022 Q3	$349K	Buy	+14,220	New	+$364K	0.01%	401

Other funds holding SCHR

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Savant Capital's SCHR Position: Q2 2026 in Review

Savant Capital increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 784% in Q2 2026, buying an estimated $17.9M and bringing the position to 818,221 shares worth $20.1M. The position accounts for 0.06% of the portfolio, ranked #187.

Savant Capital first reported a position in SCHR in Q3 2022 and has held it in 10 quarters since. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Savant Capital held 818,221 shares of Schwab Intermediately-Term US Treasury ETF worth $20.1M as of Q2 2026.
Savant Capital bought 725,610 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $17.9M.
Schwab Intermediately-Term US Treasury ETF made up 0.06% of Savant Capital's portfolio in Q2 2026, its #187 holding.
Savant Capital first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2022 and has held it in 10 quarters since.
505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.