SCHWAB STRATEGIC TR SCCR
CORE BOND ETF · ETP · CUSIP 808524599
24
institutional holders
+0 vs Q1 2026
50.9m
shares reported held*
$1.3bnreported value*
9 new
8 added
5 reduced
8 sold out
net bought ≈ $215.1m (+8.4m shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $25.59.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2025 | 8 |
| Q2 2025 | 13 |
| Q3 2025 | 14 |
| Q4 2025 | 17 |
| Q1 2026 | 24 |
| Q2 2026 | 24 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2025 | 11 | 1 |
| Q3 2025 | 9 | 5 |
| Q4 2025 | 10 | 8 |
| Q1 2026 | 21 | 6 |
| Q2 2026 | 17 | 13 |
Biggest buyers
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +8.4m |
| Breakwater Investment Management | Added | +70.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +37.7k |
| JANE STREET GROUP, LLC | New | +17.2k |
| ATX Financial Planning, LLC | Added | +15.1k |
| GOLDMAN SACHS GROUP INC | New | +13.3k |
| Acorn Wealth Advisors, LLC | New | +11.8k |
| EP Wealth Advisors, LLC | New | +6.8k |
| LPL Financial LLC | Added | +3.7k |
| Aptus Capital Advisors, LLC | New | +2.9k |
Biggest sellers
| Virginia Estate & Retirement Planning Advisors Inc. | Sold out | -401.0k |
| CITADEL ADVISORS LLC | Reduced | -40.4k |
| Camarda Financial Advisors, LLC | Reduced | -28.9k |
| Compass Financial Group, INC/SD | Reduced | -15.5k |
| AIRE ADVISORS, LLC | Sold out | -11.7k |
| MERCER GLOBAL ADVISORS INC /ADV | Sold out | -10.1k |
| Creative Planning | Sold out | -8.9k |
| RFG Advisory, LLC | Sold out | -7.9k |
| FIFTH THIRD BANCORP | Sold out | -2.7k |
| Atlantic Union Bankshares Corp | Reduced | -420 |
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.17% of their portfolio | 50.2m $1.3bn | Added +8.4m |
| Breakwater Investment Management 2.72% of their portfolio | 311.9k $8.0m | Added +70.9k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 148.8k $3.8m | Reduced -40.4k |
| ATX Financial Planning, LLC 1.30% of their portfolio | 77.0k $2.0m | Added +15.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 48.2k $1.2m | Added +37.7k |
| LPL Financial LLC 0.00% of their portfolio | 20.2k $518.0k | Added +3.7k |
| Camarda Financial Advisors, LLC 0.14% of their portfolio | 18.6k $475.5k | Reduced -28.9k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 17.2k $441.3k | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 13.3k $340.2k | New |
| Compass Financial Group, INC/SD 0.04% of their portfolio | 13.0k $332.7k | Reduced -15.5k |
| Acorn Wealth Advisors, LLC 0.07% of their portfolio | 11.8k $300.9k | New |
| EP Wealth Advisors, LLC 0.00% of their portfolio | 6.8k $173.5k | New |
| Larson Financial Group LLC 0.00% of their portfolio | 3.2k $82.9k | Added +1.6k |
| Aptus Capital Advisors, LLC 0.00% of their portfolio | 2.9k $75.2k | New |
| Atlantic Union Bankshares Corp 0.00% of their portfolio | 2.6k $65.5k | Reduced -420 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 2.4k $60.3k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 1.7k $44.3k | Added +249 |
| MORGAN STANLEY 0.00% of their portfolio | 1.6k $40.1k | Added +462 |
| Vision Retirement, LLC 0.01% of their portfolio | 890 $22.8k | Unchanged |
| Rossby Financial, LCC 0.00% of their portfolio | 414 $10.6k | New |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 400 $10.2k | New |
| CoreCap Advisors, LLC 0.00% of their portfolio | 100 $2.6k | New |
| ASSETMARK, INC 0.00% of their portfolio | 47 $1.2k | Reduced -118 |
| UBS Group AG 0.00% of their portfolio | 27 $691 | New |