Creative Planning
SCCR

Creative Planning’s Schwab Core Bond ETF SCCR Stock Holding History

Creative Planning’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 		$229K Buy
+8,921
New +$231K ﹤0.01% 3635

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 $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

Creative Planning's SCCR Position: Q1 2026 in Review

Creative Planning opened a new position in Schwab Core Bond ETF (SCCR) in Q1 2026: 8,921 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #3635 among its holdings.

23 funds tracked by Wall St. Rank hold SCCR as of Q1 2026.

  • Creative Planning held 8,921 shares of Schwab Core Bond ETF worth $229K as of Q1 2026.
  • Schwab Core Bond ETF was a new Creative Planning position in Q1 2026.
  • Schwab Core Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3635 holding.
  • 23 funds tracked by Wall St. Rank held Schwab Core Bond ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.