AE Wealth Management’s Schwab Core Bond ETF SCCR Stock Holding History

AE Wealth Management’s Portfolio SCCR Stock Details SCCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-400	Closed	-$10.3K	–	2810
2026 Q1	$10.3K	Buy	+400	New	+$10.3K	﹤0.01%	2274

Other funds holding SCCR

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BIM

Breakwater Investment Management Seattle, Washington $294M AUM 14.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

AFP

ATX Financial Planning Austin, Texas $151M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFA

Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

AE Wealth Management's SCCR Position: Q2 2026 in Review

AE Wealth Management sold out of Schwab Core Bond ETF (SCCR) in Q2 2026, closing a stake of 400 shares — an estimated $10.3K sold.

AE Wealth Management first reported a position in SCCR in Q1 2026 and held it in 1 quarter. The position peaked at $10.3K in Q1 2026. 24 funds tracked by Wall St. Rank hold SCCR as of Q2 2026.

AE Wealth Management reported no remaining Schwab Core Bond ETF position as of Q2 2026 after selling out during the quarter.
AE Wealth Management sold 400 Schwab Core Bond ETF shares in Q2 2026, an estimated $10.3K.
AE Wealth Management first reported a position in Schwab Core Bond ETF in Q1 2026 and held it in 1 quarter.
AE Wealth Management's Schwab Core Bond ETF position peaked at $10.3K in Q1 2026.
24 funds tracked by Wall St. Rank held Schwab Core Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.