VR
SCCR

Vision Retirement’s Schwab Core Bond ETF SCCR Stock Holding History

Vision Retirement’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 		$22.8K Hold
890
– – 0.01% 331
2026
Q1 		$22.9K Buy
+890
New +$23K 0.01% 307

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
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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Vision Retirement's SCCR Position: Q2 2026 in Review

Vision Retirement held its Schwab Core Bond ETF (SCCR) position steady in Q2 2026 at 890 shares worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #331.

Vision Retirement first reported a position in SCCR in Q1 2026 and has held it in 2 quarters since. The position peaked at $22.9K in Q1 2026. 23 funds tracked by Wall St. Rank hold SCCR as of Q2 2026.

  • Vision Retirement held 890 shares of Schwab Core Bond ETF worth $22.8K as of Q2 2026.
  • Vision Retirement left its Schwab Core Bond ETF share count unchanged in Q2 2026.
  • Schwab Core Bond ETF made up 0.01% of Vision Retirement's portfolio in Q2 2026, its #331 holding.
  • Vision Retirement first reported a position in Schwab Core Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Vision Retirement's Schwab Core Bond ETF position peaked at $22.9K in Q1 2026.
  • 23 funds tracked by Wall St. Rank held Schwab Core Bond ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.