Who owns SCCR?
Schwab Core Bond ETF · Schwab
24 institutions reported holding SCCR, worth $1.3B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SCCR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Charles Schwab Investment Management Inc. | San Francisco, CA | $1.3B | 50,187,984 | +8,364,042 shares |
| Breakwater Investment Management | Seattle, WA | $8.0M | 311,868 | +70,862 shares |
| Citadel Advisors LLC | Miami, FL | $3.8M | 148,817 | −40,399 shares |
| ATX Financial Planning, LLC | Austin, TX | $2.0M | 77,031 | +15,051 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.2M | 48,194 | +37,658 shares |
| LPL Financial LLC | Fort Mill, SC | $518K | 20,241 | +3,677 shares |
| Camarda Financial Advisors, LLC | Fleming Island, FL | $475K | 18,580 | −28,905 shares |
| Jane Street Group, LLC | New York, NY | $441K | 17,244 | New position |
| Goldman Sachs Group Inc. | New York, NY | $340K | 13,295 | New position |
| Compass Financial Group, INC | Sioux Falls, SD | $333K | 13,000 | −15,525 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SCCR?
24 institutional managers reported holding SCCR in Form 13F filings for June 30, 2026, worth $1.3B in total. The largest reported position was held by Charles Schwab Investment Management Inc., at $1.3B.
Did institutions buy or sell SCCR last quarter?
Reported 13F value rose 19.2% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 7 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SCCR ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.