CFA
SCCR

Camarda Financial Advisors’s Schwab Core Bond ETF SCCR Stock Holding History

Camarda Financial 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 		$1.22M Buy
47,485
+48
+0.1% +$1.24K 0.64% 61
2025
Q4 		$1.23M Sell
47,437
-1,150
-2% -$29.8K 0.47% 69
2025
Q3 		$1.26M Sell
48,587
-211
-0.4% -$5.41K 0.46% 68
2025
Q2 		$1.25M Buy
+48,798
New +$1.23M 0.49% 63

Other funds holding SCCR

Charles Schwab
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AFP
ATX Financial Planning Austin, Texas $132M AUM
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
LPL Financial
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
AA
Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Camarda Financial Advisors's SCCR Position: Q1 2026 in Review

Camarda Financial Advisors increased its Schwab Core Bond ETF (SCCR) stake by 0.1% in Q1 2026, buying an estimated $1.24K and bringing the position to 47,485 shares worth $1.22M. The position accounts for 0.64% of the portfolio, ranked #61.

Camarda Financial Advisors first reported a position in SCCR in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.26M in Q3 2025. 23 funds tracked by Wall St. Rank hold SCCR as of Q1 2026.

  • Camarda Financial Advisors held 47,485 shares of Schwab Core Bond ETF worth $1.22M as of Q1 2026.
  • Camarda Financial Advisors bought 48 Schwab Core Bond ETF shares in Q1 2026, an estimated $1.24K.
  • Schwab Core Bond ETF made up 0.64% of Camarda Financial Advisors's portfolio in Q1 2026, its #61 holding.
  • Camarda Financial Advisors first reported a position in Schwab Core Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Camarda Financial Advisors's Schwab Core Bond ETF position peaked at $1.26M in Q3 2025.
  • 23 funds tracked by Wall St. Rank held Schwab Core Bond ETF as of Q1 2026.

Based on Camarda Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.