Aptus Capital Advisors
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Aptus Capital Advisors’s Schwab Core Bond ETF SCCR Stock Holding History

Aptus Capital 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
Q2 		$75.2K Buy
+2,939
New +$75.1K ﹤0.01% 1315
2025
Q4 		– Sell
-465
Closed -$12.1K – 1751
2025
Q3 		$12.1K Hold
465
– – ﹤0.01% 1413
2025
Q2 		$11.9K Buy
+465
New +$11.7K ﹤0.01% 1347

Other funds holding SCCR

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Breakwater Investment Management
Breakwater Investment Management Seattle, Washington $302M AUM 10.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
ATX Financial Planning
ATX Financial Planning Austin, Texas $156M AUM 11.38% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Camarda Financial Advisors
Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Aptus Capital Advisors's SCCR Position: Q2 2026 in Review

Aptus Capital Advisors opened a new position in Schwab Core Bond ETF (SCCR) in Q2 2026: 2,939 shares worth $75.2K. The stake represents ﹤0.01% of the portfolio and ranks #1315 among its holdings. This is a return to the name: Aptus Capital Advisors previously reported a position in SCCR as recently as Q3 2025.

Aptus Capital Advisors first reported a position in SCCR in Q2 2025 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold SCCR as of Q2 2026.

  • Aptus Capital Advisors held 2,939 shares of Schwab Core Bond ETF worth $75.2K as of Q2 2026.
  • Schwab Core Bond ETF was a new Aptus Capital Advisors position in Q2 2026.
  • Schwab Core Bond ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1315 holding.
  • Aptus Capital Advisors first reported a position in Schwab Core Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held Schwab Core Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.