Who owns Schwab Core Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SCCR from SEC Form 13F filings across 23 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.
As of the 2026-06-30 reporting period, 23 institutions disclosed 50.9M shares of Schwab Core Bond ETF worth $1.30B — about 85.5% of shares outstanding; the largest disclosed holder is CHARLES SCHWAB INVESTMENT MANAGEMENT INC. Source: SEC Form 13F filings, parsed by EvidInvest.
23
13F holders
$1.30B
value, 2026 filers
85.5%
of shares outstanding (50.9M sh)
8
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
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 50.2M | $1.28B | 0.2% | 84.3% | +20.0% |
| 2 | Breakwater Investment Management | 311,868 | $8.0M | 2.7% | 0.5% | +29.4% |
| 3 | CITADEL ADVISORS LLC | 148,817 | $3.8M | 0.0% | 0.2% | -21.4% |
| 4 | ATX Financial Planning, LLC | 77,031 | $2.0M | 1.3% | 0.1% | +24.3% |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 48,194 | $1.2M | 0.0% | 0.1% | +357.4% |
| 6 | LPL Financial LLC | 20,241 | $517,967 | 0.0% | 0% | +22.2% |
| 7 | Camarda Financial Advisors, LLC | 18,580 | $475,462 | 0.1% | 0% | -60.9% |
| 8 | JANE STREET GROUP, LLCNEW | 17,244 | $441,274 | 0.0% | 0% | new |
| 9 | GOLDMAN SACHS GROUP INCNEW | 13,295 | $340,219 | 0.0% | 0% | new |
| 10 | Compass Financial Group, INC/SD | 13,000 | $332,670 | 0.0% | 0% | -54.4% |
| 11 | Acorn Wealth Advisors, LLCNEW | 11,757 | $300,862 | 0.1% | 0% | new |
| 12 | EP Wealth Advisors, LLCNEW | 6,779 | $173,475 | 0.0% | 0% | new |
| 13 | Larson Financial Group LLC | 3,240 | $82,913 | 0.0% | 0% | +91.8% |
| 14 | Aptus Capital Advisors, LLCNEW | 2,939 | $75,209 | 0.0% | 0% | new |
| 15 | Atlantic Union Bankshares Corp | 2,558 | $65,462 | 0.0% | 0% | -14.1% |
| 16 | WELLS FARGO & COMPANY/MN | 2,356 | $60,290 | 0.0% | 0% | 0.0% |
| 17 | OSAIC HOLDINGS, INC. | 1,732 | $44,320 | 0.0% | 0% | +16.8% |
| 18 | MORGAN STANLEY | 1,567 | $40,100 | 0.0% | 0% | +41.8% |
| 19 | Vision Retirement, LLC | 890 | $22,775 | 0.0% | 0% | 0.0% |
| 20 | Rossby Financial, LCCNEW | 414 | $10,594 | 0.0% | 0% | new |
| 21 | CoreCap Advisors, LLCNEW | 100 | $2,569 | 0.0% | 0% | new |
| 22 | ASSETMARK, INC | 47 | $1,203 | 0.0% | 0% | -71.5% |
| 23 | UBS Group AGNEW | 27 | $691 | 0.0% | 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.