Osaic Holdings
SCCR

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
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Osaic Holdings's SCCR Position: Q1 2026 in Review

Osaic Holdings opened a new position in Schwab Core Bond ETF (SCCR) in Q1 2026: 1,483 shares worth $38.1K. The stake represents ﹤0.01% of the portfolio and ranks #5415 among its holdings. This is a return to the name: Osaic Holdings previously reported a position in SCCR as recently as Q3 2025.

Osaic Holdings first reported a position in SCCR in Q1 2025 and has held it in 4 quarters since. 23 funds tracked by Wall St. Rank hold SCCR as of Q1 2026.

  • Osaic Holdings held 1,483 shares of Schwab Core Bond ETF worth $38.1K as of Q1 2026.
  • Schwab Core Bond ETF was a new Osaic Holdings position in Q1 2026.
  • Schwab Core Bond ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5415 holding.
  • Osaic Holdings first reported a position in Schwab Core Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • 23 funds tracked by Wall St. Rank held Schwab Core Bond ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.