LPL Financial’s Schwab Core Bond ETF SCCR Stock Holding History

LPL Financial’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	$518K	Buy	20,241 +3,677	+22%	+$94K	﹤0.01%	4988
2026 Q1	$426K	Buy	16,564 +7,469	+82%	+$193K	﹤0.01%	4906
2025 Q4	$235K	Buy	+9,095	New	+$236K	﹤0.01%	5342

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 40.89% 1-Year Est. Return

AFP

ATX Financial Planning Austin, Texas $151M AUM

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

CFA

Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 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

LPL Financial's SCCR Position: Q2 2026 in Review

LPL Financial increased its Schwab Core Bond ETF (SCCR) stake by 22% in Q2 2026, buying an estimated $94K and bringing the position to 20,241 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #4988.

LPL Financial first reported a position in SCCR in Q4 2025 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold SCCR as of Q2 2026.

LPL Financial held 20,241 shares of Schwab Core Bond ETF worth $518K as of Q2 2026.
LPL Financial bought 3,677 Schwab Core Bond ETF shares in Q2 2026, an estimated $94K.
Schwab Core Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4988 holding.
LPL Financial first reported a position in Schwab Core Bond ETF in Q4 2025 and has held it in 3 quarters since.
24 funds tracked by Wall St. Rank held Schwab Core Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.