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SCHZSCHZ
29 quarters

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

Yes. Savant Capital holds 1,688,291 shares of SCHZ, worth $39.1M, as of its Q2 2026 13F filing. It increased the position by 842,407 shares (+99.6%) from Q1 2026. Savant Capital has held SCHZ since Q2 2019, across 29 quarterly 13F filings. SCHZ is 0.1% of Savant Capital's reported 13F portfolio.

Current Value

$39.1M

Current Shares

1.7M

Total Value Change

+$37.1M

Total Shares Change

+1.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.7M
+99.6%
$39.1M0.1%$22.96
56
2026-Q1
Increased
845,884
+84.7%
$19.6M0.1%$22.81
44
2025-Q4
Increased
457,992
+1.0%
$10.7M0.1%$22.80
28
2025-Q3
Decreased
453,304
-2.2%
$10.6M0.1%$22.60
0
2025-Q2
Increased
463,446
+43.5%
$10.8M0.1%$22.15
37
2025-Q1
Increased
322,999
+172.8%
$7.5M0.1%$21.85
44
2024-Q4
Increased
118,411
+510.1%
$2.7M0.0%$21.26
42
2024-Q3
Decreased
19,410
-5.2%
$922,3580.0%$21.97
0
2024-Q2
Decreased
20,474
-5.3%
$933,2150.0%$20.87
0
2024-Q1
Decreased
21,621
-12.0%
$994,5860.0%$20.85
0
2023-Q4
Decreased
24,558
-14.4%
$1.1M0.0%$21.00
0
2023-Q3
Decreased
28,688
-25.7%
$1.3M0.0%$19.68
0
2023-Q2
Decreased
38,594
-3.2%
$1.8M0.0%$20.37
0
2023-Q1
Increased
39,886
+4.2%
$1.9M0.0%$20.54
27
2022-Q4
Decreased
38,270
-8.7%
$1.7M0.0%$19.89
0
2022-Q3
Decreased
41,925
-1.4%
$1.9M0.1%$19.56
0
2022-Q2
Decreased
42,535
-9.5%
$2M0.1%$20.53
0
2022-Q1
Increased
47,002
+0.2%
$2.4M0.1%$21.56
26
2021-Q4
Increased
46,914
+7.8%
$2.5M0.1%$22.90
28
2021-Q3
Decreased
43,500
-1.1%
$2.4M0.1%$22.89
0
2021-Q2
Decreased
43,988
-0.2%
$2.4M0.1%$22.92
0
2021-Q1
Decreased
44,091
-2.2%
$2.4M0.1%$22.52
0
2020-Q4
Increased
45,076
+3.4%
$2.5M0.1%$23.30
32
2020-Q3
Decreased
43,595
-4.2%
$2.4M0.2%$23.14
0
2020-Q2
Decreased
45,515
-6.7%
$2.6M0.2%$23.07
0
2020-Q1
Increased
48,799
+32.5%
$2.6M0.3%$22.12
40
2019-Q4
Decreased
36,815
-10.6%
$2M0.2%$21.68
0
2019-Q3
Increased
41,155
+5.8%
$2.2M0.3%$21.66
33
2019-Q2
New
38,885
-
$2.1M0.3%$21.02
43

Other major holders of SCHZ: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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