Who Owns SCHWAB CORE (SCCR)? -- Institutional Holders (2026-06-30)

32 institutions reported holding $2.59B of SCHWAB CORE (SCCR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Sixth Street Partners Management Company, L.P. ($1.28B), CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($1.28B), Breakwater Investment Management ($8.0M), CITADEL ADVISORS LLC ($3.8M), ATX Financial Planning, LLC ($2.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Sixth Street Partners Management Company, L.P.	$1.28B	50.2M	New
2	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$1.28B	50.2M	Added
3	Breakwater Investment Management	$8.0M	311,868	Added
4	CITADEL ADVISORS LLC	$3.8M	148,817	Trimmed
5	ATX Financial Planning, LLC	$2.0M	77,031	Added
6	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.2M	48,194	Added
7	LPL Financial LLC	$517,967	20,241	Added
8	Camarda Financial Advisors, LLC	$475,462	18,580	Trimmed
9	JANE STREET GROUP, LLC	$441,274	17,244	New
10	GOLDMAN SACHS GROUP INC	$340,219	13,295	New
11	Compass Financial Group, INC/SD	$332,670	13,000	Trimmed
12	Acorn Wealth Advisors, LLC	$300,862	11,757	New
13	EP Wealth Advisors, LLC	$173,475	6,779	New
14	Larson Financial Group LLC	$82,913	3,240	Added
15	Aptus Capital Advisors, LLC	$75,209	2,939	New
16	Atlantic Union Bankshares Corp	$65,462	2,558	Trimmed
17	WELLS FARGO & COMPANY/MN	$60,290	2,356	Hold
18	OSAIC HOLDINGS, INC.	$44,320	1,732	Added
19	MORGAN STANLEY	$40,100	1,567	Added
20	Vision Retirement, LLC	$22,775	890	Hold
21	Rossby Financial, LCC	$10,594	414	New
22	CoreCap Advisors, LLC	$2,569	100	New
23	ASSETMARK, INC	$1,203	47	Trimmed
24	UBS Group AG	$691	27	New
25	BNP PARIBAS FINANCIAL MARKETS	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-06-30