Schwab Core Bond ETFSCCRETF
13F holders, Q2 2026 (June 30)23holders
8new positions
7sold out
1famous investor
$25.59avg. 13F price*
At the end of Q2 2026, 23 institutions reported holding Schwab Core Bond ETF (SCCR) in their 13F filings, unchanged from Q1 2026. 8 opened new positions and 7 sold out. The largest holders were Charles Schwab Investment Management Inc. ($1.3B), Breakwater Investment Management ($8.0M) and Citadel Advisors ($3.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Schwab Core Bond ETF
- CUSIP
- 808524599
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.3M |
| Exits | 7 | $1.1M |
All 13F filers, Q1 2026 → Q2 2026: 8,546,107 shares bought and 127,145 shares sold, net +8,418,962 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| Charles Schwab Investment Management Inc. | 0.17% | Add +20.0% | 50,187,984 | $1.3B |
| Breakwater Investment Management | 2.72% | Add +29.4% | 311,868 | $8.0M |
| Citadel Advisors | 0.00% | Reduce -21.4% | 148,817 | $3.8M |
| ATX Financial Planning, LLC | 1.30% | Add +24.3% | 77,031 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Add +357.4% | 48,194 | $1.2M |
| LPL Financial LLC | 0.00% | Add +22.2% | 20,241 | $518K |
| Camarda Financial Advisors, LLC | 0.14% | Reduce -60.9% | 18,580 | $475K |
| Jane Street Group, LLC | 0.00% | New | 17,244 | $441K |
| Goldman Sachs Group Inc. | 0.00% | New | 13,295 | $340K |
| Compass Financial Group, INC | 0.04% | Reduce -54.4% | 13,000 | $333K |
| Acorn Wealth Advisors, LLC | 0.07% | New | 11,757 | $301K |
| EP Wealth Advisors, LLC | 0.00% | New | 6,779 | $173K |
| Larson Financial Group LLC | 0.00% | Add +91.8% | 3,240 | $83K |
| Aptus Capital Advisors, LLC | 0.00% | New | 2,939 | $75K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -14.1% | 2,558 | $65K |
| Wells Fargo & Company | 0.00% | No change | 2,356 | $60K |
| Osaic Holdings, Inc. | 0.00% | Add +16.8% | 1,732 | $44K |
| Morgan Stanley | 0.00% | Add +41.8% | 1,567 | $40K |
| Vision Retirement, LLC | 0.01% | No change | 890 | $23K |
| Rossby Financial, LCC | 0.00% | New | 414 | $11K |
| CoreCap Advisors, LLC | 0.00% | New | 100 | $3K |
| Assetmark, Inc. | 0.00% | Reduce -71.5% | 47 | $1K |
| UBS Group AG | 0.00% | New | 27 | $691 |
"% of holder's portfolio" is SCCR's weight in each manager's 13F, not the share of Schwab Core Bond ETF the manager owns.