SCCR Institutional Ownership & Shareholders
SCHWAB CORE BOND ETF (SCCR) is currently held by 29 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.30B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Charles Schwab Investment Management Inc is currently the largest disclosed institutional shareholder of SCCR tracked by InsiderSet, reporting ownership valued at approximately $1.28B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.24B, representing an estimated loss of -3.17% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed SCCR value among the investors covered in this analysis. Major shareholders include Charles Schwab Investment Management Inc, Breakwater Investment Management, Citadel Advisors Llc, and several other long-term asset managers with concentrated positions in SCHWAB CORE BOND ETF (SCCR).
This page ranks the largest institutional SCCR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
29
Total Reported Value
$1.30B
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$1.28B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
45
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 0.17% | 50,187,984 | $1,284,310,511 | $1,243,658,244 | -$40,652,267 | -3.17% | |
| Breakwater Investment Management | 2.80% | 347,825 | $8,459,116 | $8,619,104 | +$159,988 | +1.89% | |
| Citadel Advisors Llc | 0.00% | 148,817 | $3,808,227 | $3,687,685 | -$120,542 | -3.17% | |
| Susquehanna International Group, Llp | 0.00% | 48,194 | $1,233,284 | $1,194,247 | -$39,037 | -3.17% | |
| Lpl Financial Llc | 0.00% | 20,241 | $517,967 | $501,572 | -$16,395 | -3.17% | |
| Camarda Financial Advisors, Llc | 0.14% | 18,580 | $475,462 | $460,412 | -$15,050 | -3.17% | |
| Trust Co | 0.04% | 18,617 | $452,764 | $461,329 | +$8,565 | +1.89% | |
| Jane Street Group, Llc | 0.00% | 17,244 | $441,274 | $427,306 | -$13,968 | -3.17% | |
| Meredith Wealth Planning | 0.09% | 14,922 | $362,903 | $369,767 | +$6,864 | +1.89% | |
| Goldman Sachs Group Inc | 0.00% | 13,295 | $340,219 | $329,450 | -$10,769 | -3.17% | |
| Financial & Tax Architects, Llc | 0.06% | 12,452 | $302,833 | $308,561 | +$5,728 | +1.89% | |
| Momentous Wealth Management, Inc. | 0.14% | 12,173 | $296,047 | $301,647 | +$5,600 | +1.89% | |
| Acorn Wealth Advisors, Llc | 0.07% | 11,801 | $287,000 | $292,429 | +$5,429 | +1.89% | |
| Compass Financial Group, Inc/Sd | 0.03% | 11,585 | $281,755 | $287,076 | +$5,321 | +1.89% | |
| Stonex Group Inc. | 0.01% | 10,128 | $249,980 | $250,972 | +$992 | +0.40% | |
| Ep Wealth Advisors, Llc | 0.00% | 6,779 | $173,475 | $167,984 | -$5,491 | -3.17% | |
| Larson Financial Group Llc | 0.00% | 3,240 | $82,913 | $80,287 | -$2,626 | -3.17% | |
| Aptus Capital Advisors, Llc | 0.00% | 2,939 | $75,209 | $72,828 | -$2,381 | -3.17% | |
| Atlantic Union Bankshares Corp | 0.00% | 2,558 | $65,462 | $63,387 | -$2,075 | -3.17% | |
| Wells Fargo & Company/Mn | 0.00% | 2,356 | $60,290 | $58,382 | -$1,908 | -3.17% | |
| Osaic Holdings, Inc. | 0.00% | 1,732 | $44,320 | $42,919 | -$1,401 | -3.16% | |
| Morgan Stanley | 0.00% | 1,567 | $40,100 | $38,830 | -$1,270 | -3.17% | |
| Cwm, Llc | 0.00% | 1,241 | $31,919 | $30,752 | -$1,167 | -3.66% | |
| Vision Retirement, Llc | 0.01% | 890 | $22,775 | $22,054 | -$721 | -3.16% | |
| Farther Finance Advisors, Llc | 0.00% | 505 | $12,282 | $12,514 | +$232 | +1.89% | |
| Rossby Financial, Lcc | 0.00% | 414 | $10,594 | $10,259 | -$335 | -3.16% | |
| Foresight Capital Management Advisors, Inc. | 0.01% | 428 | $10,408 | $10,606 | +$198 | +1.90% | |
| Buck Wealth Strategies, Llc | 0.00% | 412 | $10,020 | $10,209 | +$189 | +1.89% | |
| Ubs Group Ag | 0.00% | 27 | $691 | $669 | -$22 | -3.18% |
Frequently asked questions about SCCR
Who are the largest institutional holders of SCCR?
The largest institutional holders of SCCR reported in the latest SEC Form 13F filings include Charles Schwab Investment Management Inc, Breakwater Investment Management, Citadel Advisors Llc, Susquehanna International Group, Llp, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported SCCR position.
What is SCCR institutional ownership?
This page tracks SCCR positions reported by institutional investment managers through SEC Form 13F. SCHWAB CORE BOND ETF (SCCR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SCCR?
InsiderSet currently tracks 29 institutional managers reporting SCCR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SCCR shareholders.
How much SCCR stock do institutions own?
Institutional investment managers disclosed approximately $1.30B in SCCR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SCCR institutional ownership last updated?
The latest SCCR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SCCR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SCCR position after the reporting date.
Are institutions buying or selling SCCR?
Institutional buying and selling can be analyzed by comparing SCCR positions across consecutive 13F reporting periods. InsiderSet's SCCR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SCCR ownership changes.
How has SCCR institutional ownership changed over time?
InsiderSet tracks SCCR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.