Clearstead Advisors’s Schwab Core Bond ETF SCCR Stock Holding History

Clearstead 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 Q3	$47.7K	Buy	+1,960	New	+$49.1K	﹤0.01%	1468

Other funds holding SCCR

Breakwater Investment Management Seattle, Washington $302M AUM 10.26% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return

Momentous Wealth Management Vancouver, Washington $206M AUM 10.77% 1-Year Est. Return

Acorn Wealth Advisors Grand Blanc, Michigan $407M AUM 14.44% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Clearstead Advisors's SCCR Position: Q3 2026 in Review

Clearstead Advisors opened a new position in Schwab Core Bond ETF (SCCR) in Q3 2026: 1,960 shares worth $47.7K. The stake represents ﹤0.01% of the portfolio and ranks #1468 among its holdings.

15 funds tracked by Wall St. Rank hold SCCR as of Q3 2026.

Clearstead Advisors held 1,960 shares of Schwab Core Bond ETF worth $47.7K as of Q3 2026.
Schwab Core Bond ETF was a new Clearstead Advisors position in Q3 2026.
Schwab Core Bond ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #1468 holding.
15 funds tracked by Wall St. Rank held Schwab Core Bond ETF as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.