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

Schwab Core Bond ETF

24 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 808524599·24 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$1.1B
visible holders
Holders
24
filers reporting
Concentration
98.82%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

24 institutions reported SCCR in Q1 2026. CHARLES SCHWAB INVESTMENT MANAGEMENT INC leads at 98.8% 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
$6M241K2.30%Q1 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
Compass Financial Group, INC/SD
CIK 0001964835
$734K29K0.10%Q1 202607
LPL Financial LLC
CIK 0001403438
$426K17K0.00%Q1 202608
Virginia Estate & Retirement Planning Advisors Inc.
CIK 0002115327
$401K401K0.70%Q1 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
FIFTH THIRD BANCORP
CIK 0000035527
$69K3K0.00%Q1 202614
WELLS FARGO & COMPANY/MN
CIK 0000072971
$61K2K0.00%Q1 202615
Larson Financial Group LLC
CIK 0001731061
$43K2K0.00%Q1 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$38K1K0.00%Q1 202617
CWM, LLC
CIK 0001535847
$32K1K0.00%Q1 202618
MORGAN STANLEY
CIK 0000895421
$28K1K0.00%Q1 202619
Vision Retirement, LLC
CIK 0002069023
$23K8900.01%Q2 202620
AE Wealth Management LLC
CIK 0001697723
$10K4000.00%Q1 2026
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