Back to Savant Capital, LLC Savant Capital, LLC

SCHMSCHM
Showing 8 of 20 quarters

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

Yes. Savant Capital holds 3,231,643 shares of SCHM, worth $114.6M, as of its Q2 2026 13F filing. It increased the position from 479,148 shares in Q1 2026. Savant Capital has held SCHM since Q3 2021, across 20 quarterly 13F filings. SCHM is 0.3% of Savant Capital's reported 13F portfolio.

Current Value

$114.6M

Current Shares

3.2M

Total Value Change

+$100.1M

Total Shares Change

+3.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3.2M
+574.5%
$114.6M0.3%$36.87
58
2026-Q1
Decreased
479,148
-0.1%
$14.8M0.1%$30.87
0
2025-Q4
Decreased
479,513
-2.0%
$14.4M0.1%$29.91
0
2025-Q3
Increased
489,341
+0.6%
$14.5M0.1%$29.35
28
2025-Q2
Decreased
486,504
-2.2%
$13.6M0.1%$27.66
0
2025-Q1
Decreased
497,632
-2.0%
$13M0.1%$25.74
0
2024-Q4
Increased
508,035
+190.5%
$14.1M0.1%$27.15
54
2024-Q3
Decreased
174,874
-1.0%
$14.5M0.1%$27.02
0

Other major holders of SCHM: Financial Engines Advisors L.L.C.

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used