EP Wealth Advisors’s Schwab Core Bond ETF SCCR Stock Holding History

EP Wealth 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 Q2	$173K	Buy	+6,779	New	+$173K	﹤0.01%	1552

Other funds holding SCCR

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 Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

AWA

Acorn Wealth Advisors Grand Blanc, Michigan $410M AUM 21.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

EP Wealth Advisors's SCCR Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Schwab Core Bond ETF (SCCR) in Q2 2026: 6,779 shares worth $173K. The stake represents ﹤0.01% of the portfolio and ranks #1552 among its holdings.

23 funds tracked by Wall St. Rank hold SCCR as of Q2 2026.

EP Wealth Advisors held 6,779 shares of Schwab Core Bond ETF worth $173K as of Q2 2026.
Schwab Core Bond ETF was a new EP Wealth Advisors position in Q2 2026.
Schwab Core Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1552 holding.
23 funds tracked by Wall St. Rank held Schwab Core Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.