SouthState Corp’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

SouthState Corp’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	$229K	Buy	9,266 +4,058	+78%	+$100K	0.01%	336
2026 Q1	$130K	Buy	+5,208	New	+$131K	0.01%	359
2025 Q2	–	Sell	-104	Closed	-$2.59K	–	1783
2025 Q1	$2.59K	Buy	+104	New	+$2.55K	﹤0.01%	1128

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

SouthState Corp's SCHR Position: Q2 2026 in Review

SouthState Corp increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 78% in Q2 2026, buying an estimated $100K and bringing the position to 9,266 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #336.

SouthState Corp first reported a position in SCHR in Q1 2025 and has held it in 3 quarters since. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

SouthState Corp held 9,266 shares of Schwab Intermediately-Term US Treasury ETF worth $229K as of Q2 2026.
SouthState Corp bought 4,058 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $100K.
Schwab Intermediately-Term US Treasury ETF made up 0.01% of SouthState Corp's portfolio in Q2 2026, its #336 holding.
SouthState Corp first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 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 SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.