William Blair & Company
SCHR

William Blair & Company’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

William Blair & Company’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 		$3.28M Buy
132,995
+4,011
+3% +$99.1K 0.01% 627
2026
Q1 		$3.21M Buy
128,984
+6,201
+5% +$155K 0.01% 609
2025
Q4 		$3.08M Buy
122,783
+12,141
+11% +$306K 0.01% 633
2025
Q3 		$2.78M Buy
110,642
+17,760
+19% +$444K 0.01% 649
2025
Q2 		$2.32M Sell
92,882
-887
-0.9% -$22K 0.01% 688
2025
Q1 		$2.33M Buy
93,769
+2,828
+3% +$69.2K 0.01% 676
2024
Q4 		$2.21M Buy
90,941
+12,141
+15% +$299K 0.01% 691
2024
Q3 		$1.99M Buy
78,800
+10,662
+16% +$266K 0.01% 711
2024
Q2 		$1.66M Buy
68,138
+3,362
+5% +$81.4K 0.01% 737
2024
Q1 		$1.59M Buy
64,776
+3,216
+5% +$79.1K 0.01% 737
2023
Q4 		$1.53M Buy
61,560
+10,582
+21% +$256K 0.01% 736
2023
Q3 		$1.22M Buy
50,978
+2,314
+5% +$56.3K ﹤0.01% 776
2023
Q2 		$1.2M Buy
48,664
+32,730
+205% +$820K ﹤0.01% 790
2023
Q1 		$402K Buy
15,934
+15,862
+22,031% +$395K ﹤0.01% 1125
2022
Q4 		$1.77K Sell
72
-2,690
-97% -$66.2K ﹤0.01% 1792
2022
Q3 		$68K Sell
2,762
-86
-3% -$2.2K ﹤0.01% 1553
2022
Q2 		$73K Sell
2,848
-784
-22% -$20.3K ﹤0.01% 1583
2022
Q1 		$97K Buy
3,632
+24
+0.7% +$655 ﹤0.01% 1642
2021
Q4 		$101K Buy
3,608
+34
+1% +$957 ﹤0.01% 1693
2021
Q3 		$101K Sell
3,574
-3,808
-52% -$109K ﹤0.01% 1614
2021
Q2 		$210K Sell
7,382
-124
-2% -$3.52K ﹤0.01% 1486
2021
Q1 		$212K Buy
7,506
+3,808
+103% +$109K ﹤0.01% 1465
2020
Q4 		$108K Sell
3,698
-1,934
-34% -$56.3K ﹤0.01% 1539
2020
Q3 		$165K Buy
5,632
+2,058
+58% +$60.4K ﹤0.01% 1352
2020
Q2 		$105K Buy
3,574
+2,724
+320% +$79.9K ﹤0.01% 1365
2020
Q1 		$25K Hold
850
– – ﹤0.01% 1460
2019
Q4 		$23K Sell
850
-24
-3% -$663 ﹤0.01% 1566
2019
Q3 		$24K Hold
874
– – ﹤0.01% 1525
2019
Q2 		$24K Hold
874
– – ﹤0.01% 1567
2019
Q1 		$24K Buy
874
+24
+3% +$637 ﹤0.01% 1545
2018
Q4 		$23K Buy
+850
New +$22.1K ﹤0.01% 1474

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

William Blair & Company's SCHR Position: Q2 2026 in Review

William Blair & Company increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 3.1% in Q2 2026, buying an estimated $99.1K and bringing the position to 132,995 shares worth $3.28M. The position accounts for 0.01% of the portfolio, ranked #627.

William Blair & Company first reported a position in SCHR in Q4 2018 and has held it in 31 quarters since. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • William Blair & Company held 132,995 shares of Schwab Intermediately-Term US Treasury ETF worth $3.28M as of Q2 2026.
  • William Blair & Company bought 4,011 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $99.1K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.01% of William Blair & Company's portfolio in Q2 2026, its #627 holding.
  • William Blair & Company first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2018 and has held it in 31 quarters since.
  • 503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.