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Schwab Core Bond ETF (SCCR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Breakwater Investment Management
INCREASED
Shares347,825 from 311,868
Change+35,957 (+12%)
Value$8.5M (+$478.4K)
Filed 2026-10-20
Trust Co
NEW
Shares18,617
Change+18,617
Value$452.8K
Filed 2026-10-09
Meredith Wealth Planning
NEW
Shares14,922
Change+14,922
Value$362.9K
Filed 2026-10-14
Financial & Tax Architects, LLC
NEW
Shares12,452
Change+12,452
Value$302.8K
Filed 2026-10-15
Momentous Wealth Management, Inc.
NEW
Shares12,173
Change+12,173
Value$296.0K
Filed 2026-10-21
Acorn Wealth Advisors, LLC
INCREASED
Shares11,801 from 11,757
Change+44 (+0%)
Value$287.0K (-$13.9K)
Filed 2026-10-19
Compass Financial Group, Inc
DECREASED
Shares11,585 from 13,000
Change-1,415 (-11%)
Value$281.8K (-$50.9K)
Filed 2026-10-13
StoneX Group Inc.
NEW
Shares10,128
Change+10,128
Value$250.0K
Filed 2026-11-03
Larson Financial Group LLC
DECREASED
Shares1,691 from 3,240
Change-1,549 (-48%)
Value$41.1K (-$41.8K)
Filed 2026-11-05
Farther Finance Advisors, LLC
NEW
Shares505
Change+505
Value$12.3K
Filed 2026-10-08
Foresight Capital Management Advisors, Inc.
NEW
Shares428
Change+428
Value$10.4K
Filed 2026-10-27
Rossby Financial, LCC
UNCHANGED
Shares414 from 414
Change0 (0%)
Value$10.1K (-$526)
Filed 2026-11-05
Buck Wealth Strategies, LLC
NEW
Shares412
Change+412
Value$10.0K
Filed 2026-10-28
ATX Financial Planning, LLC
CLOSED
Shares0 from 77,031
Change-77,031 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-14
CoreCap Advisors, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$2.6K)
Filed 2026-10-08
Assetmark, Inc
CLOSED
Shares0 from 47
Change-47 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-21
Charles Schwab Investment Management Inc
N/A
Shares— from 50,187,984
Change-50,187,984 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 148,817
Change-148,817 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 48,194
Change-48,194 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 20,241
Change-20,241 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 18,580
Change-18,580 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 17,244
Change-17,244 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 13,295
Change-13,295 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 6,779
Change-6,779 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,939
Change-2,939 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,558
Change-2,558 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,356
Change-2,356 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,732
Change-1,732 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,567
Change-1,567 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 890
Change-890 (-100%)
Value—
UBS Group AG
N/A
Shares— from 27
Change-27 (-100%)
Value—
Status
Breakwater Investment Management
INCREASED347,825311,868+35,957+12%$8.0M$8.5M+$478.4K2026-10-20
Trust Co
NEW18,617—+18,617——$452.8K—2026-10-09
Meredith Wealth Planning
NEW14,922—+14,922——$362.9K—2026-10-14
Financial & Tax Architects, LLC
NEW12,452—+12,452——$302.8K—2026-10-15
Momentous Wealth Management, Inc.
NEW12,173—+12,173——$296.0K—2026-10-21
Acorn Wealth Advisors, LLC
INCREASED11,80111,757+44+0%$300.9K$287.0K-$13.9K2026-10-19
Compass Financial Group, Inc
DECREASED11,58513,000-1,415-11%$332.7K$281.8K-$50.9K2026-10-13
StoneX Group Inc.
NEW10,128—+10,128——$250.0K—2026-11-03
Larson Financial Group LLC
DECREASED1,6913,240-1,549-48%$82.9K$41.1K-$41.8K2026-11-05
Farther Finance Advisors, LLC
NEW505—+505——$12.3K—2026-10-08
Foresight Capital Management Advisors, Inc.
NEW428—+428——$10.4K—2026-10-27
Rossby Financial, LCC
UNCHANGED41441400%$10.6K$10.1K-$5262026-11-05
Buck Wealth Strategies, LLC
NEW412—+412——$10.0K—2026-10-28
ATX Financial Planning, LLC
CLOSED077,031-77,031-100%$2.0M$0-$2.0M2026-10-14
CoreCap Advisors, LLC
CLOSED0100-100-100%$2.6K$0-$2.6K2026-10-08
Assetmark, Inc
CLOSED047-47-100%$1.2K$0-$1.2K2026-10-21
Charles Schwab Investment Management Inc
N/A—50,187,984-50,187,984-100%$1.3B———
Citadel Advisors LLC
N/A—148,817-148,817-100%$3.8M———
Susquehanna International Group, LLP
N/A—48,194-48,194-100%$1.2M———
LPL Financial LLC
N/A—20,241-20,241-100%$518.0K———
Camarda Financial Advisors, LLC
N/A—18,580-18,580-100%$475.5K———
Jane Street Group, LLC
N/A—17,244-17,244-100%$441.3K———
Goldman Sachs Group Inc
N/A—13,295-13,295-100%$340.2K———
EP Wealth Advisors, LLC
N/A—6,779-6,779-100%$173.5K———
Aptus Capital Advisors, LLC
N/A—2,939-2,939-100%$75.2K———
Atlantic Union Bankshares Corp
N/A—2,558-2,558-100%$65.5K———
Wells Fargo & Company
N/A—2,356-2,356-100%$60.3K———
Osaic Holdings, Inc.
N/A—1,732-1,732-100%$44.3K———
Morgan Stanley
N/A—1,567-1,567-100%$40.1K———
Vision Retirement, LLC
N/A—890-890-100%$22.8K———
UBS Group AG
N/A—27-27-100%$691———
Showing 31 of 31 institutions