LPL Financial
SCCR

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
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
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
VERPA
Virginia Estate & Retirement Planning Advisors Glen Allen, Virginia $57.2M 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial's SCCR Position: Q1 2026 in Review

LPL Financial increased its Schwab Core Bond ETF (SCCR) stake by 82% in Q1 2026, buying an estimated $193K and bringing the position to 16,564 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #4906.

LPL Financial first reported a position in SCCR in Q4 2025 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold SCCR as of Q1 2026.

  • LPL Financial held 16,564 shares of Schwab Core Bond ETF worth $426K as of Q1 2026.
  • LPL Financial bought 7,469 Schwab Core Bond ETF shares in Q1 2026, an estimated $193K.
  • Schwab Core Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4906 holding.
  • LPL Financial first reported a position in Schwab Core Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held Schwab Core Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.