UBS Group
SCCR

UBS Group’s Schwab Core Bond ETF SCCR Stock Holding History

UBS Group’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 		$691 Buy
+27
New +$690 ﹤0.01% 9756
2025
Q2 		– Sell
-9,567
Closed -$245K – 11107
2025
Q1 		$245K Buy
+9,567
New +$243K ﹤0.01% 6400

Other funds holding SCCR

Charles Schwab
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
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
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

UBS Group's SCCR Position: Q2 2026 in Review

UBS Group opened a new position in Schwab Core Bond ETF (SCCR) in Q2 2026: 27 shares worth $691. The stake represents ﹤0.01% of the portfolio and ranks #9756 among its holdings. This is a return to the name: UBS Group previously reported a position in SCCR as recently as Q1 2025.

UBS Group first reported a position in SCCR in Q1 2025 and has held it in 2 quarters since. The position peaked at $245K in Q1 2025. 24 funds tracked by Wall St. Rank hold SCCR as of Q2 2026.

  • UBS Group held 27 shares of Schwab Core Bond ETF worth $691 as of Q2 2026.
  • Schwab Core Bond ETF was a new UBS Group position in Q2 2026.
  • Schwab Core Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9756 holding.
  • UBS Group first reported a position in Schwab Core Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • UBS Group's Schwab Core Bond ETF position peaked at $245K in Q1 2025.
  • 24 funds tracked by Wall St. Rank held Schwab Core Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.