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Who owns SCCRWhat SCCR owns — n/a

Who owns Schwab Core Bond ETF?

Institutional ownership of SCCR from SEC Form 13F filings across 21 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

21

13F holders

$2.58B

value, 2026 filers

169.1%

of shares outstanding (100.7M sh)

9

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of SCCR's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Sixth Street Partners Management Company, L.P.NEW50.2M$1.28B84.3%new
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC50.2M$1.28B0.2%84.3%+20.0%
3CITADEL ADVISORS LLC148,817$3.8M0.0%0.2%-21.4%
4SUSQUEHANNA INTERNATIONAL GROUP, LLP48,194$1.2M0.0%0.1%+357.4%
5LPL Financial LLC20,241$517,9670.0%0%+22.2%
6JANE STREET GROUP, LLCNEW17,244$441,2740.0%0%new
7GOLDMAN SACHS GROUP INCNEW13,295$340,2190.0%0%new
8Acorn Wealth Advisors, LLCNEW11,757$300,8620.1%0%new
9EP Wealth Advisors, LLCNEW6,779$173,4750.0%0%new
10MERCER GLOBAL ADVISORS INC /ADV3,350$85,7270.0%0%-66.9%
11Larson Financial Group LLC3,240$82,9130.0%0%+91.8%
12Aptus Capital Advisors, LLCNEW2,939$75,2090.0%0%new
13Atlantic Union Bankshares Corp2,558$65,4620.0%0%-14.1%
14WELLS FARGO & COMPANY/MN2,356$60,2900.0%0%0.0%
15OSAIC HOLDINGS, INC.1,732$44,3200.0%0%+16.8%
16MORGAN STANLEY1,567$40,1000.0%0%+41.8%
17Vision Retirement, LLC890$22,7750.0%0%0.0%
18Rossby Financial, LCCNEW414$10,5940.0%0%new
19Integrated Wealth Concepts LLCNEW400$10,2360.0%0%new
20ASSETMARK, INC47$1,2030.0%0%-71.5%
21UBS Group AGNEW27$6910.0%0%new

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.