13F Insight
DOSSIER · 13F Holders · Q1 2026
SCCR

Schwab Core Bond ETF

23 institutions still hold Schwab Core Bond ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524599·23 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$1.1B
visible holders
Holders
23
filers reporting
Concentration
98.70%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

23 institutions reported SCCR in Q1 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
$1.1B41.8M0.16%Q1 202602
Breakwater Investment Management
CIK 0002025925
$8M312K2.72%Q2 202603
ATX Financial Planning, LLC
CIK 0002111013
$2M62K1.21%Q1 202604
Camarda Financial Advisors, LLC
CIK 0001536444
$1M47K0.64%Q1 202605
CITADEL ADVISORS LLC
CIK 0001423053
$1M42K0.00%Q4 202506
LPL Financial LLC
CIK 0001403438
$518K20K0.00%Q2 202607
Compass Financial Group, INC/SD
CIK 0001964835
$333K13K0.04%Q2 202608
Acorn Wealth Advisors, LLC
CIK 0001730610
$301K12K0.07%Q2 202609
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$271K11K0.00%Q1 202610
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$261K10K0.00%Q1 202611
Creative Planning
CIK 0001540235
$229K9K0.00%Q1 202612
Atlantic Union Bankshares Corp
CIK 0000883948
$77K3K0.00%Q1 202613
WELLS FARGO & COMPANY/MN
CIK 0000072971
$61K2K0.00%Q1 202614
Larson Financial Group LLC
CIK 0001731061
$43K2K0.00%Q1 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$38K1K0.00%Q1 202616
CWM, LLC
CIK 0001535847
$32K1K0.00%Q1 202617
MORGAN STANLEY
CIK 0000895421
$28K1K0.00%Q1 202618
Vision Retirement, LLC
CIK 0002069023
$23K8900.01%Q2 202619
Rossby Financial, LCC
CIK 0002056510
$11K4140.00%Q2 202620
CoreCap Advisors, LLC
CIK 0001902501
$3K1000.00%Q2 2026
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