Aire Advisors’s Schwab Core Bond ETF SCCR Stock Holding History

Aire Advisors’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 Q1	$302K	Buy	+11,725	New	+$303K	0.06%	134

Other funds holding SCCR

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BIM

Breakwater Investment Management Seattle, Washington $269M AUM 14.54% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AFP

ATX Financial Planning Austin, Texas $132M AUM

CFA

Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VERPA

Virginia Estate & Retirement Planning Advisors Glen Allen, Virginia $57.2M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Aire Advisors's SCCR Position: Q1 2026 in Review

Aire Advisors opened a new position in Schwab Core Bond ETF (SCCR) in Q1 2026: 11,725 shares worth $302K. The stake represents 0.06% of the portfolio and ranks #134 among its holdings.

23 funds tracked by Wall St. Rank hold SCCR as of Q1 2026.

Aire Advisors held 11,725 shares of Schwab Core Bond ETF worth $302K as of Q1 2026.
Schwab Core Bond ETF was a new Aire Advisors position in Q1 2026.
Schwab Core Bond ETF made up 0.06% of Aire Advisors's portfolio in Q1 2026, its #134 holding.
23 funds tracked by Wall St. Rank held Schwab Core Bond ETF as of Q1 2026.

Based on Aire Advisors's 13F filing for Q1 2026, filed 6 May 2026.