Osaic Holdings’s Schwab Core Bond ETF SCCR Stock Holding History

Osaic Holdings’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	$44.3K	Buy	1,732 +249	+17%	+$6.37K	﹤0.01%	5569
2026 Q1	$38.1K	Buy	+1,483	New	+$38.4K	﹤0.01%	5415
2025 Q4	–	Sell	-1,081	Closed	-$27.8K	–	8286
2025 Q3	$27.8K	Hold	1,081	–	–	﹤0.01%	5704
2025 Q2	$27.7K	Hold	1,081	–	–	﹤0.01%	5466
2025 Q1	$27.7K	Buy	+1,081	New	+$27.4K	﹤0.01%	5131

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Osaic Holdings's SCCR Position: Q2 2026 in Review

Osaic Holdings increased its Schwab Core Bond ETF (SCCR) stake by 17% in Q2 2026, buying an estimated $6.37K and bringing the position to 1,732 shares worth $44.3K. The position accounts for ﹤0.01% of the portfolio, ranked #5569.

Osaic Holdings first reported a position in SCCR in Q1 2025 and has held it in 5 quarters since. 24 funds tracked by Wall St. Rank hold SCCR as of Q2 2026.

Osaic Holdings held 1,732 shares of Schwab Core Bond ETF worth $44.3K as of Q2 2026.
Osaic Holdings bought 249 Schwab Core Bond ETF shares in Q2 2026, an estimated $6.37K.
Schwab Core Bond ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5569 holding.
Osaic Holdings first reported a position in Schwab Core Bond ETF in Q1 2025 and has held it in 5 quarters since.
24 funds tracked by Wall St. Rank held Schwab Core Bond ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.