SCCR Institutional Ownership
Schwab Core Bond ETF
1W: -0.6%
1M: -2.9%
3M: -5.0%
YTD: -5.5%
1Y: -5.3%
$24.23
-0.04 (-0.16%)
Weekly Expected Move ±0.8%
$24
$24
$24
$24
$25
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SCCR
33
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
10
New Positions
8
Increased
13
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (38 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Sixth Street Partners Management Compa NEW | 50,187,984 | 1.2B | — | +0.0% | 1Q | SEC ↗ |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 50,187,984 | 1.2B | +8,364,042 | +20.0% | 6Q | SEC ↗ |
| 3 | Breakwater Investment Management | 311,868 | 8M | +70,862 | +29.4% | 5Q | SEC ↗ |
| 4 | CITADEL ADVISORS LLC | 148,817 | 4M | -40,399 | -21.4% | 4Q | SEC ↗ |
| 5 | ATX Financial Planning, LLC | 77,031 | 2M | +15,051 | +24.3% | 2Q | SEC ↗ |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 48,194 | 1M | +37,658 | +357.4% | 2Q | SEC ↗ |
| 7 | LPL Financial LLC | 20,241 | 491K | +3,677 | +22.2% | 3Q | SEC ↗ |
| 8 | Camarda Financial Advisors, LLC | 18,580 | 450K | -28,905 | -60.9% | 5Q | SEC ↗ |
| 9 | JANE STREET GROUP, LLC NEW | 17,244 | 418K | — | +0.0% | 1Q | SEC ↗ |
| 10 | GOLDMAN SACHS GROUP INC NEW | 13,295 | 322K | — | +0.0% | 1Q | SEC ↗ |
| 11 | Compass Financial Group, INC/SD | 13,000 | 315K | -15,525 | -54.4% | 6Q | SEC ↗ |
| 12 | Acorn Wealth Advisors, LLC NEW | 11,757 | 285K | — | +0.0% | 1Q | SEC ↗ |
| 13 | EP Wealth Advisors, LLC NEW | 6,779 | 164K | — | +0.0% | 1Q | SEC ↗ |
| 14 | MERCER GLOBAL ADVISORS INC /ADV | 3,350 | 81K | -6,782 | -66.9% | 2Q | SEC ↗ |
| 15 | Larson Financial Group LLC | 3,240 | 79K | +1,551 | +91.8% | 6Q | SEC ↗ |
| 16 | Aptus Capital Advisors, LLC NEW | 2,939 | 71K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Atlantic Union Bankshares Corp | 2,558 | 62K | -420 | -14.1% | 2Q | SEC ↗ |
| 18 | WELLS FARGO & COMPANY/MN | 2,356 | 57K | — | +0.0% | 2Q | SEC ↗ |
| 19 | OSAIC HOLDINGS, INC. | 1,732 | 42K | +249 | +16.8% | 2Q | SEC ↗ |
| 20 | MORGAN STANLEY | 1,567 | 38K | +462 | +41.8% | 3Q | SEC ↗ |
| 21 | CWM, LLC | 1,241 | 30K | +667 | +116.2% | 2Q | SEC ↗ |
| 22 | Vision Retirement, LLC | 890 | 22K | — | +0.0% | 2Q | SEC ↗ |
| 23 | Rossby Financial, LCC NEW | 414 | 10K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Integrated Wealth Concepts LLC NEW | 400 | 10K | — | +0.0% | 1Q | SEC ↗ |
| 25 | CoreCap Advisors, LLC NEW | 100 | 2K | — | +0.0% | 1Q | SEC ↗ |
| 26 | ASSETMARK, INC | 47 | 1K | -118 | -71.5% | 4Q | SEC ↗ |
| 27 | UBS Group AG NEW | 27 | 1K | — | +0.0% | 1Q | SEC ↗ |
| 28 | FIFTH THIRD BANCORP | 0 | 0K | -2,702 | -100.0% | 1Q | SEC ↗ |
| 29 | Creative Planning | 0 | 0K | -8,921 | -100.0% | 1Q | SEC ↗ |
| 30 | BNP PARIBAS FINANCIAL MARKETS | 0 | 0K | -5 | -100.0% | 2Q | SEC ↗ |
| 31 | Destination Wealth Management | 0 | 0K | -14,293 | -100.0% | 1Q | SEC ↗ |
| 32 | FLOW TRADERS U.S. LLC | 0 | 0K | -45,886 | -100.0% | 3Q | SEC ↗ |
| 33 | MAI Capital Management | 0 | 0K | -103 | -100.0% | 2Q | SEC ↗ |
| 34 | AIRE ADVISORS, LLC | 0 | 0K | -11,725 | -100.0% | 1Q | SEC ↗ |
| 35 | RFG Advisory, LLC | 0 | 0K | -7,893 | -100.0% | 1Q | SEC ↗ |
| 36 | OLD MISSION CAPITAL LLC | 0 | 0K | -8,736 | -100.0% | 1Q | SEC ↗ |
| 37 | AE Wealth Management LLC | 0 | 0K | -400 | -100.0% | 1Q | SEC ↗ |
| 38 | GODSEY & GIBB, INC | 0 | 0K | -594 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 50,187,984 | 1.2B |
| JANE STREET GROUP, LLC | 17,244 | 418K |
| GOLDMAN SACHS GROUP INC | 13,295 | 322K |
| Acorn Wealth Advisors, LLC | 11,757 | 285K |
| EP Wealth Advisors, LLC | 6,779 | 164K |
| Aptus Capital Advisors, LLC | 2,939 | 71K |
| Rossby Financial, LCC | 414 | 10K |
| Integrated Wealth Concepts LLC | 400 | 10K |
| CoreCap Advisors, LLC | 100 | 2K |
| UBS Group AG | 27 | 1K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | 45,886 | 1M |
| Destination Wealth Management | 14,293 | 346K |
| AIRE ADVISORS, LLC | 11,725 | 284K |
| Creative Planning | 8,921 | 216K |
| OLD MISSION CAPITAL LLC | 8,736 | 212K |
| RFG Advisory, LLC | 7,893 | 191K |
| FIFTH THIRD BANCORP | 2,702 | 65K |
| GODSEY & GIBB, INC | 594 | 14K |
| AE Wealth Management LLC | 400 | 10K |
| MAI Capital Management | 103 | 2K |
| BNP PARIBAS FINANCIAL MARKETS | 5 | 0K |
Biggest Increases (9)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +8,364,042 | +20.0% | 50,187,984 |
| Breakwater Investment Management | +70,862 | +29.4% | 311,868 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +37,658 | +357.4% | 48,194 |
| ATX Financial Planning, LLC | +15,051 | +24.3% | 77,031 |
| LPL Financial LLC | +3,677 | +22.2% | 20,241 |
| Larson Financial Group LLC | +1,551 | +91.8% | 3,240 |
| CWM, LLC | +667 | +116.2% | 1,241 |
| MORGAN STANLEY | +462 | +41.8% | 1,567 |
| OSAIC HOLDINGS, INC. | +249 | +16.8% | 1,732 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | -40,399 | -21.4% | 148,817 |
| Camarda Financial Advisors, LLC | -28,905 | -60.9% | 18,580 |
| Compass Financial Group, INC/SD | -15,525 | -54.4% | 13,000 |
| MERCER GLOBAL ADVISORS INC /ADV | -6,782 | -66.9% | 3,350 |
| Atlantic Union Bankshares Corp | -420 | -14.1% | 2,558 |
| ASSETMARK, INC | -118 | -71.5% | 47 |