13F Insight
DOSSIER · 13F Holders · Q2 2026
SCCR

Schwab Core Bond ETF

30 institutions still hold Schwab Core Bond ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524599·30 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.3B
visible holders
Holders
30
filers reporting
Concentration
98.65%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

30 institutions reported SCCR in Q2 2026. CHARLES SCHWAB INVESTMENT MANAGEMENT INC leads at 98.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$1.3B50.2M0.17%Q2 202602
Breakwater Investment Management
CIK 0002025925
$8M348K2.80%Q3 202603
CITADEL ADVISORS LLC
CIK 0001423053
$4M149K0.00%Q2 202604
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M48K0.00%Q2 202605
LPL Financial LLC
CIK 0001403438
$520K21K0.00%Q3 202606
Camarda Financial Advisors, LLC
CIK 0001536444
$475K19K0.14%Q2 202607
Trust Co
CIK 0001632554
$453K19K0.04%Q3 202608
Meredith Wealth Planning
CIK 0001956471
$363K15K0.09%Q3 202609
GOLDMAN SACHS GROUP INC
CIK 0000886982
$340K13K0.00%Q2 202610
Financial & Tax Architects, LLC
CIK 0001758543
$303K12K0.06%Q3 202611
Momentous Wealth Management, Inc.
CIK 0002055574
$296K12K0.14%Q3 202612
Acorn Wealth Advisors, LLC
CIK 0001730610
$287K12K0.07%Q3 202613
Compass Financial Group, INC/SD
CIK 0001964835
$282K12K0.03%Q3 202614
StoneX Group Inc.
CIK 0000913760
$250K10K0.01%Q3 202615
EP Wealth Advisors, LLC
CIK 0001540569
$173K7K0.00%Q2 202616
Aptus Capital Advisors, LLC
CIK 0001664193
$75K3K0.00%Q2 202617
Atlantic Union Bankshares Corp
CIK 0000883948
$65K3K0.00%Q2 202618
WELLS FARGO & COMPANY/MN
CIK 0000072971
$60K2K0.00%Q2 202619
Clearstead Advisors, LLC
CIK 0000842775
$48K2K0.00%Q3 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$44K2K0.00%Q2 2026
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