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Financial & Tax Architects’s Schwab Core Bond ETF SCCR Stock Holding History

Financial & Tax Architects’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
Q3 		$303K Buy
+12,452
New +$312K 0.06% 100

Other funds holding SCCR

Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Financial & Tax Architects's SCCR Position: Q3 2026 in Review

Financial & Tax Architects opened a new position in Schwab Core Bond ETF (SCCR) in Q3 2026: 12,452 shares worth $303K. The stake represents 0.06% of the portfolio and ranks #100 among its holdings.

5 funds tracked by Wall St. Rank hold SCCR as of Q3 2026.

  • Financial & Tax Architects held 12,452 shares of Schwab Core Bond ETF worth $303K as of Q3 2026.
  • Schwab Core Bond ETF was a new Financial & Tax Architects position in Q3 2026.
  • Schwab Core Bond ETF made up 0.06% of Financial & Tax Architects's portfolio in Q3 2026, its #100 holding.
  • 5 funds tracked by Wall St. Rank held Schwab Core Bond ETF as of Q3 2026.

Based on Financial & Tax Architects's 13F filing for Q3 2026, filed 15 Oct 2026.