SCCR · Schwab Core Bond ETF ETF
$24.99
+0.02 (+0.06%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $3,808,227
Total Shares: 148,817
Institutional Ownership Trend
6 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2026Top Holder
100.0%
+1.6 pts
Top 5
100.0%
+0.3 pts
Top 10
100.0%
+0.1 pts
HHI
10,000
Highly concentrated+310
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
0
Decreased
1
Sold Out
23
Unchanged
0
Holder count:
-23
Institutional value:
-99.7%
Shares held:
-99.7%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | −40,399 | 148,817 |
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 41,823,942 | $1,075,711,788 | |
| Micro Breakwater Investment Management | 241,006 | $6,198,674 | |
| Micro ATX Financial Planning, LLC | 61,980 | $1,594,125 | |
| Small Camarda Financial Advisors, LLC | 47,485 | $1,221,314 | |
| Small Compass Financial Group, INC/SD | 28,525 | $733,663 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC SCCR | $3,808,227 | 100.00% | 148,817 | Shares | 2026-09-02 |