SCCRSCHWAB CORE BOND ETF
CUSIP 808524599 · Yahoo Finance ↗ · Google Finance ↗
Schwab Core Bond Etf (SCCR) has 2 institutional holders in Filings Flow’s 13F database, together reporting 42.87M shares worth $1.1B as of Q1 2026. The largest reported holders are Charles Schwab Investment Management Inc, Breakwater Investment Management, and Citadel Advisors LLC.
Institutional Holders
2
Q1 2026
Reported Value
$63,165
Ticker
SCCR
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Breakwater Investment Management$269M AUM | 2.30% | $6M | 241.0K | Q1 2026OLDER |
| ATX Financial Planning, LLC$132M AUM | 1.21% | $2M | 62.0K | Q1 2026OLDER |
| Camarda Financial Advisors, LLC$190M AUM | 0.64% | $1M | 47.5K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.16% | $1.1B | 41.82M | Q1 2026OLDER |
| Compass Financial Group, INC/SD$715M AUM | 0.10% | $733,663 | 28.5K | Q1 2026OLDER |
| AIRE ADVISORS, LLC$547M AUM | 0.06% | $301,567 | 11.7K | Q1 2026OLDER |
| Destination Wealth Management$3.9B AUM | 0.01% | $369,474 | 14.3K | Q4 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $225,825 | 8.7K | Q4 2025OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.00% | $203,014 | 7.9K | Q1 2026OLDER |
| Kiker Wealth Management, LLC$209M AUM | 0.00% | $7,240 | 279 | Q3 2025OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $76,590 | 3.0K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $43,431 | 1.7K | Q1 2026OLDER |
| GODSEY & GIBB, INC$1.1B AUM | 0.00% | $15,355 | 594 | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $5M | 189.2K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $260,595 | 10.1K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $229,448 | 8.9K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 39.0K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $69,495 | 2.7K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $426,026 | 16.6K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $12,067 | 465 | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $31,919 | 1.2K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $17,880 | 689 | Q3 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $2,569 | 100 | Q2 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $38,141 | 1.5K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $10,288 | 400 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $270,986 | 10.5K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $2,663 | 103 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $60,596 | 2.4K | Q2 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $4,244 | 165 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $7,238 | 280 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $129 | 5 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.