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SCCR

Schwab Core Bond ETF

17 hedge funds and large institutions have $991M invested in Schwab Core Bond ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

21% more funds holding

Funds holding: 1417 (+3)

10% more capital invested

Capital invested by funds: $901M → $991M (+$90M)

3.97% less ownership

Funds ownership: 94.59%90.61% (-4%)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

Holders
17
Holders Change
+3
Holders Change %
+21.43%
% of All Funds
0.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
3
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$980M +$93.5M +3,603,779 +11%
BIM
2
Breakwater Investment Management
Washington
$5.16M +$2.59M +99,934 +100%
CFA
3
Camarda Financial Advisors
Florida
$1.23M -$29.8K -1,150 -2%
FTUS
4
Flow Traders U.S.
New York
$1.19M -$58.9K -2,269 -5%
Citadel Advisors
5
Citadel Advisors
Florida
$1.09M +$574K +22,112 +110%
Jane Street
6
Jane Street
New York
$1.01M -$3.57M -137,760 -78%
CFGSD
7
Compass Financial Group (South Dakota)
South Dakota
$401K
DWM
8
Destination Wealth Management
California
$369K +$371K +14,293 New
LPL Financial
9
LPL Financial
California
$235K +$236K +9,095 New
OMC
10
Old Mission Capital
Illinois
$226K +$227K +8,736 New
LFG
11
Larson Financial Group
Missouri
$37.5K -$1.06K -41 -3%
GGI
12
Godsey & Gibb Inc
Virginia
$15.4K +$15.4K +594 New
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$15K +$14.9K +574 New
Morgan Stanley
14
Morgan Stanley
New York
$7.24K +$7.26K +280 New
AssetMark Inc
15
AssetMark Inc
California
$4.26K
MCM
16
MAI Capital Management
Ohio
$2.66K
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$129 +$130 +5 New
Osaic Holdings
18
Osaic Holdings
Arizona
-$27.8K -1,081 Closed
NA
19
NewEdge Advisors
Louisiana
-$17.9K -689 Closed
ACA
20
Aptus Capital Advisors
Alabama
-$12.1K -465 Closed
KWM
21
Kiker Wealth Management
Georgia
-$7.24K -279 Closed

SCCR Hedge Fund Activity: Q4 2025 in Review

17 of the 8,229 institutional investors tracked by Wall St. Rank reported a position in Schwab Core Bond ETF (SCCR) for Q4 2025, worth a combined $991M — up 10% from $901M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SCCR positions and 4 closed out — a net gain of 3 holders — while 3 added to existing stakes and 4 trimmed.

The largest buyer was Charles Schwab, adding an estimated $93.5M. The largest seller was Jane Street, cutting an estimated $3.57M.

  • 17 institutional investors held Schwab Core Bond ETF (SCCR) as of Q4 2025, up from 14 in Q3 2025.
  • Funds reported $991M of Schwab Core Bond ETF stock for Q4 2025, up 10% quarter-over-quarter.
  • 7 funds opened new Schwab Core Bond ETF positions in Q4 2025 and 4 closed out, a net change of +3 holders.
  • The largest Schwab Core Bond ETF buyer in Q4 2025 was Charles Schwab, an estimated $93.5M added.
  • The largest Schwab Core Bond ETF seller in Q4 2025 was Jane Street, an estimated $3.57M sold.

Based on aggregated 13F filings for Q4 2025.