Schwab Core Bond ETF (SCCR)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Institutional Trends (5 Quarters)

No trend data available for this metric.

Conviction-Weighted Ownership

Median weight: 0.13%Avg weight: 0.52%Max: 2.30%High conviction (>1%): 2

CHARLES SCHWAB INVESTMENT MANAGEMENT

0002115327

Breakwater Investment Management

CITADEL ADVISORS

ATX Financial Planning,

Camarda Financial Advisors,

Compass Financial Group, INC/SD

LPL Financial

AIRE ADVISORS,

SUSQUEHANNA INTERNATIONAL GROUP, LLP

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

Ownership Map

Top 24 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders24of 5,944

Avg: 68

Uncrowded76th percentileCrowded

Institutional Activity

Buy/Sell Ratio3.67x

56th percentile

22 buying6 selling

+13

New

-6

Closed

+4.5M

Net shares

Ownership Concentration

Top 5: 99.6%Top 10: 99.9%

CHARLES SCHWAB INVESTMENT MANAGEMENT97.5%

00021153270.9%

Breakwater Investment Management0.6%

CITADEL ADVISORS0.4%

ATX Financial Planning,0.1%

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Crowding AnalysisCrowded

Holders24of 5,944

Avg: 68

Uncrowded76th percentileCrowded

Institutional Activity

Buy/Sell Ratio3.67x

56th percentile

22 buying6 selling

+13

New

-6

Closed

+4.5M

Net shares

Ownership Concentration

Top 5: 99.6%Top 10: 99.9%

CHARLES SCHWAB INVESTMENT MANAGEMENT97.5%

00021153270.9%

Breakwater Investment Management0.6%

CITADEL ADVISORS0.4%

ATX Financial Planning,0.1%

Crowding AnalysisCrowded

Holders24of 5,944

Avg: 68

Uncrowded76th percentileCrowded

Institutional Activity

Buy/Sell Ratio3.67x

56th percentile

22 buying6 selling

+13

New

-6

Closed

+4.5M

Net shares

Ownership Concentration

Top 5: 99.6%Top 10: 99.9%

CHARLES SCHWAB INVESTMENT MANAGEMENT97.5%

00021153270.9%

Breakwater Investment Management0.6%

CITADEL ADVISORS0.4%

ATX Financial Planning,0.1%

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)

Ownership Map

Top 24 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 24 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position