Back to Savant Capital, LLC Savant Capital, LLC

SCHZSCHZ
29 quarters

Position history for Savant Capital, LLCSavant Capital, LLC's holdings in SCHWAB US AGGREGATE BOND ETF

Savant Capital, LLC holds 1.7M shares of SCHZ (SCHWAB US AGGREGATE BOND ETF), worth $39.1M as of 2026-Q2. The position was increased (+99.6% shares). SCHZ represents 0.1% of Savant Capital, LLC's 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%$21.17
43

Other major holders of SCHZ: BNP PARIBAS FINANCIAL MARKETS, CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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