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
Q2 		– Sell
-8,921
Closed -$229K – 4422
2026
Q1 		$229K Buy
+8,921
New +$231K ﹤0.01% 3635

Other funds holding SCCR

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BIM
Breakwater Investment Management Seattle, Washington $294M AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AFP
ATX Financial Planning Austin, Texas $151M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
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

Creative Planning's SCCR Position: Q2 2026 in Review

Creative Planning sold out of Schwab Core Bond ETF (SCCR) in Q2 2026, closing a stake of 8,921 shares — an estimated $229K sold.

Creative Planning first reported a position in SCCR in Q1 2026 and held it in 1 quarter. The position peaked at $229K in Q1 2026. 24 funds tracked by Wall St. Rank hold SCCR as of Q2 2026.

  • Creative Planning reported no remaining Schwab Core Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Creative Planning sold 8,921 Schwab Core Bond ETF shares in Q2 2026, an estimated $229K.
  • Creative Planning first reported a position in Schwab Core Bond ETF in Q1 2026 and held it in 1 quarter.
  • Creative Planning's Schwab Core Bond ETF position peaked at $229K in Q1 2026.
  • 24 funds tracked by Wall St. Rank held Schwab Core Bond ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.