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SCHCSCHC
30 quarters

Position history for Savant Capital, LLCSavant Capital, LLC's holdings in SCHWAB STRATEGIC TR

Yes. Savant Capital holds 3,916,077 shares of SCHC, worth $185.7M, as of its Q2 2026 13F filing. It increased the position by 1,907,437 shares (+95.0%) from Q1 2026. Savant Capital has held SCHC in every 13F on record since Q1 2019, 30 quarterly filings. SCHC is 0.5% of Savant Capital's reported 13F portfolio.

Current Value

$185.7M

Current Shares

3.9M

Total Value Change

+$181.4M

Total Shares Change

+3.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3.9M
+95.0%
$185.7M0.5%$48.12
68
2026-Q1
Decreased
2M
-6.8%
$93.9M0.5%$46.64
0
2025-Q4
Decreased
2.2M
-9.3%
$98.1M0.6%$45.43
0
2025-Q3
Increased
2.4M
+3.3%
$108.1M0.7%$43.87
44
2025-Q2
Decreased
2.3M
-7.8%
$98M0.7%$41.05
0
2025-Q1
Decreased
2.5M
-12.5%
$89.6M0.8%$34.51
0
2024-Q4
Decreased
2.9M
-10.4%
$97.9M0.8%$33.02
0
2024-Q3
Decreased
3.2M
-9.0%
$122.6M1.0%$35.86
0
2024-Q2
Decreased
3.5M
-3.9%
$124.4M1.2%$33.12
0
2024-Q1
Decreased
3.6M
-1.3%
$130.2M1.5%$33.22
0
2023-Q4
Increased
3.7M
+2.0%
$128.6M1.7%$32.38
48
2023-Q3
Decreased
3.6M
-1.2%
$116.5M1.7%$29.16
0
2023-Q2
Decreased
3.7M
-1.5%
$123.5M1.9%$30.53
0
2023-Q1
Increased
3.7M
+0.0%
$125.1M2.3%$30.33
51
2022-Q4
Increased
3.7M
+17.2%
$115.3M2.8%$28.31
60
2022-Q3
Decreased
3.2M
-1.8%
$87.8M2.7%$24.53
0
2022-Q2
Increased
3.2M
+21.7%
$100.7M3.1%$27.60
66
2022-Q1
Increased
2.6M
+3.8%
$100.6M3.3%$33.56
57
2021-Q4
Increased
2.6M
+6.7%
$104.5M3.4%$36.18
59
2021-Q3
Increased
2.4M
+0.1%
$99.4M3.6%$35.80
55
2021-Q2
Increased
2.4M
+0.1%
$99.4M4.0%$35.87
55
2021-Q1
Increased
2.4M
+0.8%
$94.2M5.0%$33.81
58
2020-Q4
Decreased
2.4M
-2.1%
$89.2M5.2%$32.29
0
2020-Q3
Decreased
2.4M
-0.7%
$78.8M5.4%$27.44
0
2020-Q2
Increased
2.4M
+24.8%
$72.1M5.5%$24.95
70
2020-Q1
Increased
2M
+810.2%
$47.7M4.5%$20.59
87
2019-Q4
Increased
214,593
+21.3%
$7.4M0.9%$29.23
46
2019-Q3
Increased
176,881
+25.6%
$5.6M0.8%$26.08
47
2019-Q2
Increased
140,782
+5.3%
$4.6M0.6%$26.77
40
2019-Q1
First report
133,653
-
$4.3M0.8%$26.32
0

Other major holders of SCHC: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, Corient Private Wealth LP, TIAA TRUST, NATIONAL ASSOCIATION, PNC FINANCIAL SERVICES GROUP, INC.

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