SCHWAB CORE BOND ETF (SCCR) Institutional Ownership Changes & 13F Activity
SCHWAB CORE BOND ETF (SCCR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Charles Schwab Investment Management Inc, Virginia Estate & Retirement Planning Advisors Inc., Breakwater Investment Management, Citadel Advisors Llc, and Susquehanna International Group, Llp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Sell | -40,399 | -21.4% | 148,817 | $3.81M | Q2 2026 | Sep 02, 2026 |
| Atx Financial Planning, Llc | Buy | +15,051 | +24.3% | 77,031 | $1.97M | Q2 2026 | Aug 20, 2026 |
| Camarda Financial Advisors, Llc | Sell | -28,905 | -60.9% | 18,580 | $475.46K | Q2 2026 | Aug 17, 2026 |
| Charles Schwab Investment Management Inc | Buy | +8,364,042 | +20.0% | 50,187,984 | $1.28B | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +37,658 | +357.4% | 48,194 | $1.23M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +17,244 | — | 17,244 | $441.27K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +13,295 | — | 13,295 | $340.22K | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Buy | +1,551 | +91.8% | 3,240 | $82.91K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +249 | +16.8% | 1,732 | $44.32K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +462 | +41.8% | 1,567 | $40.10K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +27 | — | 27 | $691.00 | Q2 2026 | Aug 13, 2026 |
| Ep Wealth Advisors, Llc | Buy | +6,779 | — | 6,779 | $173.47K | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, Llc | Buy | +2,939 | — | 2,939 | $75.21K | Q2 2026 | Aug 12, 2026 |
| Atlantic Union Bankshares Corp | Sell | -420 | -14.1% | 2,558 | $65.46K | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Buy | +3,677 | +22.2% | 20,241 | $517.97K | Q2 2026 | Aug 07, 2026 |
| Breakwater Investment Management | Buy | +70,862 | +29.4% | 311,868 | $7.98M | Q2 2026 | Aug 06, 2026 |
| Compass Financial Group, Inc/Sd | Sell | -15,525 | -54.4% | 13,000 | $332.67K | Q2 2026 | Aug 05, 2026 |
| Rossby Financial, Lcc | Buy | +414 | — | 414 | $10.59K | Q2 2026 | Aug 04, 2026 |
| Acorn Wealth Advisors, Llc | Buy | +11,757 | — | 11,757 | $300.86K | Q2 2026 | Jul 30, 2026 |
| Assetmark, Inc | Sell | -118 | -71.5% | 47 | $1.20K | Q2 2026 | Jul 30, 2026 |
| Corecap Advisors, Llc | Buy | +100 | — | 100 | $2.57K | Q2 2026 | Jul 06, 2026 |
| Mercer Global Advisors Inc | Sell | -10,132 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Cwm, Llc | Sell | -1,241 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Ae Wealth Management Llc | Sell | -400 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | Sell | -400,967 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Creative Planning | Sell | -8,921 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Bnp Paribas Financial Markets | Sell | -5 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Aire Advisors, Llc | Sell | -11,725 | -100.0% | 0 | $0.00 | Q2 2026 | May 06, 2026 |
| Fifth Third Bancorp | Sell | -2,702 | -100.0% | 0 | $0.00 | Q2 2026 | May 01, 2026 |
| Rfg Advisory, Llc | Sell | -7,893 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 20, 2026 |
Frequently asked questions about SCCR activity
Which institutional owners are buying SCCR?
Institutional owners buying SCCR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SCCR activity?
"Buy" means an investor increased their reported position in SCCR compared to the prior reporting period. This reflects growing exposure to SCHWAB CORE BOND ETF (SCCR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SCCR increasing?
Institutional interest in SCCR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.