Trust Company’s Schwab Core Bond ETF SCCR Stock Holding History

Trust Company’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	$453K	Buy	+18,617	New	+$466K	0.04%	114

Other funds holding SCCR

Breakwater Investment Management Seattle, Washington $302M AUM 10.26% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return

Momentous Wealth Management Vancouver, Washington $206M AUM 10.77% 1-Year Est. Return

Acorn Wealth Advisors Grand Blanc, Michigan $407M AUM 14.44% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Trust Company's SCCR Position: Q3 2026 in Review

Trust Company opened a new position in Schwab Core Bond ETF (SCCR) in Q3 2026: 18,617 shares worth $453K. The stake represents 0.04% of the portfolio and ranks #114 among its holdings.

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

Trust Company held 18,617 shares of Schwab Core Bond ETF worth $453K as of Q3 2026.
Schwab Core Bond ETF was a new Trust Company position in Q3 2026.
Schwab Core Bond ETF made up 0.04% of Trust Company's portfolio in Q3 2026, its #114 holding.
15 funds tracked by Wall St. Rank held Schwab Core Bond ETF as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.