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Schwab Core Bond ETF (SCCR)

CUSIP: 808524599 | NYSE | 48 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Breakwater Investment Management347,825
2.8% of portfolio›$8.5M
Trust Co18,617
0.0% of portfolio›$452.8K
Meredith Wealth Planning14,922
0.1% of portfolio›$362.9K
Financial & Tax Architects, LLC12,452
0.1% of portfolio›$302.8K
Momentous Wealth Management, Inc.12,173
0.1% of portfolio›$296.0K
Acorn Wealth Advisors, LLC11,801
0.1% of portfolio›$287.0K
Compass Financial Group, Inc11,585
0.0% of portfolio›$281.8K
StoneX Group Inc.10,128
0.0% of portfolio›$250.0K
Farther Finance Advisors, LLC505
0.0% of portfolio›$12.3K
Foresight Capital Management Advisors, Inc.428
0.0% of portfolio›$10.4K
Buck Wealth Strategies, LLC412
0.0% of portfolio›$10.0K
StyleTurnoverLocationFiled
Breakwater Investment Management
347,825$8.5M2.8%ETFLowSeattle, WA2026-10-20
Trust Co
18,617$452.8K0.0%ETFVery LowManhattan, KS2026-10-09
Meredith Wealth Planning
14,922$362.9K0.1%ETFLowMaryville, IL2026-10-14
Financial & Tax Architects, LLC
12,452$302.8K0.1%CoreHighSt Louis, MO2026-10-15
Momentous Wealth Management, Inc.
12,173$296.0K0.1%ETFVery LowVancouver, WA2026-10-21
Acorn Wealth Advisors, LLC
11,801$287.0K0.1%ETFLowGrand Blanc, MI2026-10-19
Compass Financial Group, Inc
11,585$281.8K0.0%ETFVery LowSioux Falls, SD2026-10-13
StoneX Group Inc.
10,128$250.0K0.0%ETFMediumNew York, NY2026-11-03
Farther Finance Advisors, LLC
505$12.3K0.0%IndexLowSan Francisco, CA2026-10-08
Foresight Capital Management Advisors, Inc.
428$10.4K0.0%CoreMediumSaline, MI2026-10-27
Buck Wealth Strategies, LLC
412$10.0K0.0%ValueMediumDenver, CO2026-10-28