SCHWAB CORE BOND ETF SCCR
$25.47
+0.0% 52w: $24.26 – $25.86
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data24.2625.0625.86
Jun 20, 2025 Jul 2, 2026
Institutional holders
23
+6 QoQ
13F value
$1.09B
+10.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SCCR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 41.8M | $1.08B | 0.2% | +10.3% |
| Breakwater Investment Management | Wealth advisor | 241.0K | $6.2M | 2.3% | +20.7% |
| CITADEL ADVISORS LLC | Multistrat pod | 189.2K | $4.9M | 0.0% | +348.7% |
| ATX Financial Planning, LLC | Wealth advisor | 62.0K | $1.6M | 1.2% | New |
| Camarda Financial Advisors, LLC | Other | 47.5K | $1.2M | 0.6% | +0.1% |
| Compass Financial Group, INC/SD | Wealth advisor | 28.5K | $734K | 0.1% | +83.7% |
| LPL Financial LLC | Bank broker | 16.6K | $426K | 0.0% | +82.1% |
| AIRE ADVISORS, LLC | Wealth advisor | 11.7K | $302K | 0.1% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 10.5K | $271K | 0.0% | New |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 10.1K | $261K | 0.0% | New |
| Creative Planning | Wealth advisor | 8.9K | $229K | 0.0% | New |
| RFG Advisory, LLC | Wealth advisor | 7.9K | $203K | 0.0% | New |
| Atlantic Union Bankshares Corp | Other | 3.0K | $77K | 0.0% | New |
| FIFTH THIRD BANCORP | Diversified mechanical | 2.7K | $69K | 0.0% | New |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.4K | $61K | 0.0% | New |
| Larson Financial Group LLC | Wealth advisor | 1.7K | $43K | 0.0% | +16.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.5K | $38K | 0.0% | New |
| CWM, LLC | Wealth advisor | 1.2K | $32K | 0.0% | +116.2% |
| MORGAN STANLEY | Bank broker | 1.1K | $28K | 0.0% | +294.6% |
| Vision Retirement, LLC | Other | 890 | $23K | 0.0% | New |
| AE Wealth Management LLC | Wealth advisor | 400 | $10K | 0.0% | New |
| ASSETMARK, INC | Wealth advisor | 165 | $4K | 0.0% | Held |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 5 | $129 | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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Top funds holding SCCR