Schwab Core Bond ETFSCCRETF

13F holders, Q4 2025 (December 31)
17holders +3
7new positions
4sold out
1famous investor
$25.85avg. 13F price*

At the end of Q4 2025, 17 institutions reported holding Schwab Core Bond ETF (SCCR) in their 13F filings, up 3 from Q3 2025. 7 opened new positions and 4 sold out. The largest holders were Charles Schwab Investment Management Inc. ($979.8M), Breakwater Investment Management ($5.2M) and Camarda Financial Advisors, LLC ($1.2M). 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

0510152025 Q1 2025: 7Q1 2025Q2 2025: 12Q2 2025Q3 2025: 14Q3 2025Q4 2025: 17Q4 2025Q1 2026: 23Q1 2026Q2 2026: 23Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions7$868K
Exits4$65K

All 13F filers, Q3 2025 → Q4 2025: 3,759,402 shares bought and 143,734 shares sold, net +3,615,668 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 17 holders

Charles Schwab Investment Management Inc. 0.15% Add +10.5% 37,904,079 $979.8M
Breakwater Investment Management 1.87% Add +100.2% 199,686 $5.2M
Camarda Financial Advisors, LLC 0.47% Reduce -2.4% 47,437 $1.2M
Flow Traders U.S. LLC 0.04% Reduce -4.7% 45,886 $1.2M
Citadel Advisors 0.00% Add +110.3% 42,166 $1.1M
Jane Street Group, LLC 0.00% Reduce -77.9% 39,005 $1.0M
Compass Financial Group, INC 0.06% No change 15,525 $401K
Destination Wealth Management 0.01% New 14,293 $369K
LPL Financial LLC 0.00% New 9,095 $235K
Old Mission Capital LLC 0.01% New 8,736 $226K
Larson Financial Group LLC 0.00% Reduce -2.8% 1,449 $37K
Godsey & Gibb, Inc. 0.00% New 594 $15K
Cwm, LLC 0.00% New 574 $15K
Morgan Stanley 0.00% New 280 $7K
Assetmark, Inc. 0.00% No change 165 $4K
MAI Capital Management 0.00% No change 103 $3K
BNP Paribas Financial Markets 0.00% New 5 $129

"% of holder's portfolio" is SCCR's weight in each manager's 13F, not the share of Schwab Core Bond ETF the manager owns.