AUB
SCCR

Atlantic Union Bankshares’s Schwab Core Bond ETF SCCR Stock Holding History

Atlantic Union Bankshares’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 		$65.5K Sell
2,558
-420
-14% -$10.7K ﹤0.01% 875
2026
Q1 		$76.6K Buy
+2,978
New +$77K ﹤0.01% 813

Other funds holding SCCR

Charles Schwab
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
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AFP
ATX Financial Planning Austin, Texas $151M AUM
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
CFA
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 $872M AUM 23.02% 1-Year Est. Return

Atlantic Union Bankshares's SCCR Position: Q2 2026 in Review

Atlantic Union Bankshares reduced its Schwab Core Bond ETF (SCCR) stake by 14% in Q2 2026, selling an estimated $10.7K and leaving 2,558 shares worth $65.5K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

Atlantic Union Bankshares first reported a position in SCCR in Q1 2026 and has held it in 2 quarters since. The position peaked at $76.6K in Q1 2026. 24 funds tracked by Wall St. Rank hold SCCR as of Q2 2026.

  • Atlantic Union Bankshares held 2,558 shares of Schwab Core Bond ETF worth $65.5K as of Q2 2026.
  • Atlantic Union Bankshares sold 420 Schwab Core Bond ETF shares in Q2 2026, an estimated $10.7K.
  • Schwab Core Bond ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #875 holding.
  • Atlantic Union Bankshares first reported a position in Schwab Core Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Atlantic Union Bankshares's Schwab Core Bond ETF position peaked at $76.6K in Q1 2026.
  • 24 funds tracked by Wall St. Rank held Schwab Core Bond ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.