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SCCR

Schwab Core Bond ETF

23 hedge funds and large institutions have $1.09B invested in Schwab Core Bond ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 0 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

35% more funds holding

Funds holding: 1723 (+6)

10% more capital invested

Capital invested by funds: $991M → $1.09B (+$102M)

2.31% less ownership

Funds ownership: 90.61%88.3% (-2.3%)

Holders
23
Holders Change
+6
Holders Change %
+35.29%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
9
Reduced
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$1.08B +$101M +3,919,863 +10%
BIM
2
Breakwater Investment Management
Washington
$6.2M +$1.07M +41,320 +21%
Citadel Advisors
3
Citadel Advisors
Florida
$4.87M +$3.8M +147,050 +349%
AFP
4
ATX Financial Planning
Texas
$1.59M +$1.6M +61,980 New
CFA
5
Camarda Financial Advisors
Florida
$1.22M +$1.24K +48 +0.1%
CFGSD
6
Compass Financial Group (South Dakota)
South Dakota
$734K +$336K +13,000 +84%
LPL Financial
7
LPL Financial
California
$426K +$193K +7,469 +82%
VERPA
8
Virginia Estate & Retirement Planning Advisors
Virginia
$401K
AA
9
Aire Advisors
California
$302K +$303K +11,725 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$271K +$273K +10,536 New
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$261K +$262K +10,132 New
Creative Planning
12
Creative Planning
Kansas
$229K +$231K +8,921 New
RA
13
RFG Advisory
Alabama
$203K +$204K +7,893 New
AUB
14
Atlantic Union Bankshares
Virginia
$76.6K +$77K +2,978 New
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$69.5K +$69.9K +2,702 New
Wells Fargo
16
Wells Fargo
California
$60.6K +$61K +2,356 New
LFG
17
Larson Financial Group
Missouri
$43.4K +$6.21K +240 +17%
Osaic Holdings
18
Osaic Holdings
Arizona
$38.1K +$38.4K +1,483 New
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$31.9K +$17.3K +667 +116%
Morgan Stanley
20
Morgan Stanley
New York
$28.4K +$21.3K +825 +295%
VR
21
Vision Retirement
New Jersey
$22.9K +$23K +890 New
AWM
22
AE Wealth Management
Kansas
$10.3K +$10.3K +400 New
AssetMark Inc
23
AssetMark Inc
California
$4.24K
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$129
FTUS
25
Flow Traders U.S.
New York
-$1.19M -45,886 Closed

SCCR Hedge Fund Activity: Q1 2026 in Review

23 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Schwab Core Bond ETF (SCCR) for Q1 2026, worth a combined $1.09B — up 10% from $991M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SCCR positions and 6 closed out — a net gain of 6 holders — while 9 added to existing stakes and 0 trimmed.

The largest buyer was Charles Schwab, adding an estimated $101M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.19M sold.

  • 23 institutional investors held Schwab Core Bond ETF (SCCR) as of Q1 2026, up from 17 in Q4 2025.
  • Funds reported $1.09B of Schwab Core Bond ETF stock for Q1 2026, up 10% quarter-over-quarter.
  • 12 funds opened new Schwab Core Bond ETF positions in Q1 2026 and 6 closed out, a net change of +6 holders.
  • The largest Schwab Core Bond ETF buyer in Q1 2026 was Charles Schwab, an estimated $101M added.
  • The largest Schwab Core Bond ETF seller in Q1 2026 was Flow Traders U.S., an estimated $1.19M sold.

Based on aggregated 13F filings for Q1 2026.