DWM
SCCR

Destination Wealth Management’s Schwab Core Bond ETF SCCR Stock Holding History

Destination Wealth Management’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 		– Sell
-14,293
Closed -$369K – 365
2025
Q4 		$369K Buy
+14,293
New +$371K 0.01% 232

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 $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

Destination Wealth Management's SCCR Position: Q1 2026 in Review

Destination Wealth Management sold out of Schwab Core Bond ETF (SCCR) in Q1 2026, closing a stake of 14,293 shares — an estimated $369K sold.

Destination Wealth Management first reported a position in SCCR in Q4 2025 and held it in 1 quarter. The position peaked at $369K in Q4 2025. 23 funds tracked by Wall St. Rank hold SCCR as of Q1 2026.

  • Destination Wealth Management reported no remaining Schwab Core Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Destination Wealth Management sold 14,293 Schwab Core Bond ETF shares in Q1 2026, an estimated $369K.
  • Destination Wealth Management first reported a position in Schwab Core Bond ETF in Q4 2025 and held it in 1 quarter.
  • Destination Wealth Management's Schwab Core Bond ETF position peaked at $369K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Schwab Core Bond ETF as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.