ATX Financial Planning’s Schwab Core Bond ETF SCCR Stock Holding History

ATX Financial Planning’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	$1.97M	Buy	77,031 +15,051	+24%	+$385K	1.3%	21
2026 Q1	$1.59M	Buy	+61,980	New	+$1.6M	1.21%	22

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 40.91% 1-Year Est. Return

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

AWA

Acorn Wealth Advisors Grand Blanc, Michigan $410M AUM 21.57% 1-Year Est. Return

ATX Financial Planning's SCCR Position: Q2 2026 in Review

ATX Financial Planning increased its Schwab Core Bond ETF (SCCR) stake by 24% in Q2 2026, buying an estimated $385K and bringing the position to 77,031 shares worth $1.97M. The position accounts for 1.3% of the portfolio, ranked #21.

ATX Financial Planning first reported a position in SCCR in Q1 2026 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold SCCR as of Q2 2026.

ATX Financial Planning held 77,031 shares of Schwab Core Bond ETF worth $1.97M as of Q2 2026.
ATX Financial Planning bought 15,051 Schwab Core Bond ETF shares in Q2 2026, an estimated $385K.
Schwab Core Bond ETF made up 1.3% of ATX Financial Planning's portfolio in Q2 2026, its #21 holding.
ATX Financial Planning first reported a position in Schwab Core Bond ETF in Q1 2026 and has held it in 2 quarters since.
24 funds tracked by Wall St. Rank held Schwab Core Bond ETF as of Q2 2026.

Based on ATX Financial Planning's 13F filing for Q2 2026, filed 20 Aug 2026.