Carson Wealth (CWM LLC)
SCCR

Carson Wealth (CWM LLC)’s Schwab Core Bond ETF SCCR Stock Holding History

Carson Wealth (CWM LLC)’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 		$31.9K Buy
1,241
+667
+116% +$17.3K ﹤0.01% 4116
2025
Q4 		$15K Buy
+574
New +$14.9K ﹤0.01% 4345

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VERPA
Virginia Estate & Retirement Planning Advisors Glen Allen, Virginia $83M 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

Carson Wealth (CWM LLC)'s SCCR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Schwab Core Bond ETF (SCCR) stake by 116% in Q1 2026, buying an estimated $17.3K and bringing the position to 1,241 shares worth $31.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4116.

Carson Wealth (CWM LLC) first reported a position in SCCR in Q4 2025 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold SCCR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,241 shares of Schwab Core Bond ETF worth $31.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 667 Schwab Core Bond ETF shares in Q1 2026, an estimated $17.3K.
  • Schwab Core Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4116 holding.
  • Carson Wealth (CWM LLC) first reported a position in Schwab Core Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held Schwab Core Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.