Schwab Core Bond ETFSCCRETF
13F holders, Q1 2026 (March 31)23holders +6
12new positions
6sold out
1famous investor
$25.72avg. 13F price*
At the end of Q1 2026, 23 institutions reported holding Schwab Core Bond ETF (SCCR) in their 13F filings, up 6 from Q4 2025. 12 opened new positions and 6 sold out. The largest holders were Charles Schwab Investment Management Inc. ($1.1B), Breakwater Investment Management ($6.2M) and Citadel Advisors ($4.9M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $3.1M |
| Exits | 6 | $2.8M |
All 13F filers, Q4 2025 → Q1 2026: 4,252,478 shares bought and 108,617 shares sold, net +4,143,861 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| Charles Schwab Investment Management Inc. | 0.16% | Add +10.3% | 41,823,942 | $1.1B |
| Breakwater Investment Management | 2.30% | Add +20.7% | 241,006 | $6.2M |
| Citadel Advisors | 0.00% | Add +348.7% | 189,216 | $4.9M |
| ATX Financial Planning, LLC | 1.21% | New | 61,980 | $1.6M |
| Camarda Financial Advisors, LLC | 0.64% | Add +0.1% | 47,485 | $1.2M |
| Compass Financial Group, INC | 0.10% | Add +83.7% | 28,525 | $734K |
| LPL Financial LLC | 0.00% | Add +82.1% | 16,564 | $426K |
| Aire Advisors, LLC | 0.06% | New | 11,725 | $302K |
| Susquehanna International Group, LLP | 0.00% | New | 10,536 | $271K |
| Mercer Global Advisors Inc. | 0.00% | New | 10,132 | $261K |
| Creative Planning | 0.00% | New | 8,921 | $229K |
| RFG Advisory, LLC | 0.00% | New | 7,893 | $203K |
| Atlantic Union Bankshares Corp | 0.00% | New | 2,978 | $77K |
| Fifth Third Bancorp | 0.00% | New | 2,702 | $69K |
| Wells Fargo & Company | 0.00% | New | 2,356 | $61K |
| Larson Financial Group LLC | 0.00% | Add +16.6% | 1,689 | $43K |
| Osaic Holdings, Inc. | 0.00% | New | 1,483 | $38K |
| Cwm, LLC | 0.00% | Add +116.2% | 1,241 | $32K |
| Morgan Stanley | 0.00% | Add +294.6% | 1,105 | $28K |
| Vision Retirement, LLC | 0.01% | New | 890 | $23K |
| AE Wealth Management LLC | 0.00% | New | 400 | $10K |
| Assetmark, Inc. | 0.00% | No change | 165 | $4K |
| BNP Paribas Financial Markets | 0.00% | No change | 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.