Charles Schwab’s Schwab Core Bond ETF SCCR Stock Holding History

Charles Schwab’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	$1.28B	Buy	50,187,984 +8,364,042	+20%	+$214M	0.17%	99
2026 Q1	$1.08B	Buy	41,823,942 +3,919,863	+10%	+$101M	0.16%	100
2025 Q4	$980M	Buy	37,904,079 +3,603,779	+11%	+$93.5M	0.15%	112
2025 Q3	$890M	Buy	34,300,300 +24,298,136	+243%	+$623M	0.14%	120
2025 Q2	$256M	Buy	10,002,164 +4,396,185	+78%	+$111M	0.04%	335
2025 Q1	$143M	Buy	+5,605,979	New	+$142M	0.03%	485

Other funds holding SCCR

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

AFP

ATX Financial Planning Austin, Texas $151M AUM

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

Charles Schwab's SCCR Position: Q2 2026 in Review

Charles Schwab increased its Schwab Core Bond ETF (SCCR) stake by 20% in Q2 2026, buying an estimated $214M and bringing the position to 50,187,984 shares worth $1.28B. The position accounts for 0.17% of the portfolio, ranked #99.

Charles Schwab first reported a position in SCCR in Q1 2025 and has held it in 6 quarters since. 24 funds tracked by Wall St. Rank hold SCCR as of Q2 2026.

Charles Schwab held 50,187,984 shares of Schwab Core Bond ETF worth $1.28B as of Q2 2026.
Charles Schwab bought 8,364,042 Schwab Core Bond ETF shares in Q2 2026, an estimated $214M.
Schwab Core Bond ETF made up 0.17% of Charles Schwab's portfolio in Q2 2026, its #99 holding.
Charles Schwab first reported a position in Schwab Core Bond ETF in Q1 2025 and has held it in 6 quarters since.
24 funds tracked by Wall St. Rank held Schwab Core Bond ETF as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.