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SCCR SCHWAB STRATEGIC TR

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CORE BOND ETF (fund)

23 managers (23 13F filers) reported a position in SCCR shares at 2026-03-31, 42,472,939 shares in all. 12 filers opened a position and 6 filers sold out during the quarter.

Managers
23
13F filers
23
New
12
Added
9
Reduced
0
Sold out
6
Shares held by filers
42,472,939

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co41,823,942$1.08B0.16%+3,919,86313F-HRTimelineGroup
Breakwater Investment Management241,006$6.2M2.3%+41,32013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC189,216$4.87M<0.01%+147,05013F-HRTimelineGroup
ATX Financial Planning, LLC61,980$1.59M1.21%new13F-HRTimeline
Camarda Financial Advisors, LLC47,485$1.22M0.64%+4813F-HRTimeline
Compass Financial Group, INC/SD28,525$734K0.1%+13,00013F-HRTimeline
LPL Financial LLC16,564$426K<0.01%+7,46913F-HRTimeline
AIRE ADVISORS, LLC11,725$302K0.06%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,536$271K<0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV10,132$261K<0.01%new13F-HRTimeline
Creative Planningin group Creative Planning8,921$229K<0.01%new13F-HRTimelineGroup
RFG Advisory, LLC7,893$203K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,978$76.6K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,702$69.5K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,356$60.6K<0.01%new13F-HR/ATimelineGroup
Larson Financial Group LLC1,689$43.4K<0.01%+24013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,483$38.1K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,241$31.9K<0.01%+66713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,105$28.4K<0.01%+82513F-HRTimelineGroup
Vision Retirement, LLC890$22.9K0.01%new13F-HRTimeline
AE Wealth Management LLC400$10.3K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC165$4.24K<0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS5$129<0.01%013F-HRTimelineGroup