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

Schwab Core Bond ETF

25 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 808524599·25 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.3B
visible holders
Holders
25
filers reporting
Concentration
98.65%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

25 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
$8M312K2.72%Q2 202603
CITADEL ADVISORS LLC
CIK 0001423053
$4M149K0.00%Q2 202604
ATX Financial Planning, LLC
CIK 0002111013
$2M77K1.30%Q2 202605
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M48K0.00%Q2 202606
LPL Financial LLC
CIK 0001403438
$518K20K0.00%Q2 202607
Camarda Financial Advisors, LLC
CIK 0001536444
$475K19K0.14%Q2 202608
GOLDMAN SACHS GROUP INC
CIK 0000886982
$340K13K0.00%Q2 202609
Compass Financial Group, INC/SD
CIK 0001964835
$333K13K0.04%Q2 202610
Acorn Wealth Advisors, LLC
CIK 0001730610
$301K12K0.07%Q2 202611
EP Wealth Advisors, LLC
CIK 0001540569
$173K7K0.00%Q2 202612
Larson Financial Group LLC
CIK 0001731061
$83K3K0.00%Q2 202613
Aptus Capital Advisors, LLC
CIK 0001664193
$75K3K0.00%Q2 202614
Atlantic Union Bankshares Corp
CIK 0000883948
$65K3K0.00%Q2 202615
WELLS FARGO & COMPANY/MN
CIK 0000072971
$60K2K0.00%Q2 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$44K2K0.00%Q2 202617
MORGAN STANLEY
CIK 0000895421
$40K2K0.00%Q2 202618
CWM, LLC
CIK 0001535847
$32K1K0.00%Q1 202619
Vision Retirement, LLC
CIK 0002069023
$23K8900.01%Q2 202620
Rossby Financial, LCC
CIK 0002056510
$11K4140.00%Q2 2026
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