13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
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
—
▼ 7.8%
vs prior quarter
13F value held
$1.1B
54.0% inst. owned
of float
Holders
24
+60 QoQ
filers reporting
Activity
+64 / −98
+893 added · −885 reduced
this quarter
Concentration
98.81%
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. +60 net new institutions vs prior quarter — accumulation reading.

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
$733,66329K0.10%Q1 202607
LPL Financial LLC
CIK 0001403438
$426,02617K0.00%Q1 202608
Virginia Estate & Retirement Planning Advisors Inc.
CIK 0002115327
$400,967401K0.70%Q1 202609
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$270,98611K0.00%Q1 202610
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$260,59510K0.00%Q1 202611
Creative Planning
CIK 0001540235
$229,4489K0.00%Q1 202612
RFG Advisory, LLC
CIK 0001633387
$203,0148K0.00%Q1 202613
Atlantic Union Bankshares Corp
CIK 0000883948
$76,5903K0.00%Q1 202614
FIFTH THIRD BANCORP
CIK 0000035527
$69,4953K0.00%Q1 202615
WELLS FARGO & COMPANY/MN
CIK 0000072971
$60,5962K0.00%Q1 202616
Larson Financial Group LLC
CIK 0001731061
$43,4312K0.00%Q1 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$38,1411K0.00%Q1 202618
CWM, LLC
CIK 0001535847
$31,9191K0.00%Q1 202619
MORGAN STANLEY
CIK 0000895421
$28,4211K0.00%Q1 202620
Vision Retirement, LLC
CIK 0002069023
$22,8918900.01%Q1 2026
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