CFGSD
SCCR

Compass Financial Group (South Dakota)’s Schwab Core Bond ETF SCCR Stock Holding History

Compass Financial Group (South Dakota)’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 		$734K Buy
28,525
+13,000
+84% +$336K 0.1% 49
2025
Q4 		$401K Hold
15,525
– – 0.06% 63
2025
Q3 		$403K Hold
15,525
– – 0.06% 62
2025
Q2 		$397K Buy
15,525
+3,975
+34% +$100K 0.07% 59
2025
Q1 		$296K Buy
+11,550
New +$293K 0.06% 73

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
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Compass Financial Group (South Dakota)'s SCCR Position: Q1 2026 in Review

Compass Financial Group (South Dakota) increased its Schwab Core Bond ETF (SCCR) stake by 84% in Q1 2026, buying an estimated $336K and bringing the position to 28,525 shares worth $734K. The position accounts for 0.1% of the portfolio, ranked #49.

Compass Financial Group (South Dakota) first reported a position in SCCR in Q1 2025 and has held it in 5 quarters since. 23 funds tracked by Wall St. Rank hold SCCR as of Q1 2026.

  • Compass Financial Group (South Dakota) held 28,525 shares of Schwab Core Bond ETF worth $734K as of Q1 2026.
  • Compass Financial Group (South Dakota) bought 13,000 Schwab Core Bond ETF shares in Q1 2026, an estimated $336K.
  • Schwab Core Bond ETF made up 0.1% of Compass Financial Group (South Dakota)'s portfolio in Q1 2026, its #49 holding.
  • Compass Financial Group (South Dakota) first reported a position in Schwab Core Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 23 funds tracked by Wall St. Rank held Schwab Core Bond ETF as of Q1 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q1 2026, filed 29 Apr 2026.