Breakwater Investment Management Has $2.59 Million Stock Holdings in Schwab Core Bond ETF $SCCR

Breakwater Investment Management boosted its holdings in shares of Schwab Core Bond ETF (NYSEARCA:SCCR) by 278.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 99,752 shares of the company’s stock after buying an additional 73,377 shares during the quarter. Schwab Core Bond ETF makes up approximately 1.0% of Breakwater Investment Management’s investment portfolio, making the stock its 25th largest position. Breakwater Investment Management owned approximately 0.82% of Schwab Core Bond ETF worth $2,589,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in SCCR. Compass Financial Group INC SD increased its holdings in shares of Schwab Core Bond ETF by 34.4% during the 2nd quarter. Compass Financial Group INC SD now owns 15,525 shares of the company’s stock worth $397,000 after acquiring an additional 3,975 shares during the last quarter. Jane Street Group LLC acquired a new position in shares of Schwab Core Bond ETF in the first quarter valued at $690,000. Flow Traders U.S. LLC bought a new position in shares of Schwab Core Bond ETF in the second quarter valued at about $1,189,000. Camarda Financial Advisors LLC acquired a new stake in shares of Schwab Core Bond ETF during the 2nd quarter worth about $1,249,000. Finally, Charles Schwab Investment Management Inc. lifted its stake in shares of Schwab Core Bond ETF by 78.4% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 10,002,164 shares of the company’s stock worth $256,005,000 after buying an additional 4,396,185 shares during the last quarter.

Schwab Core Bond ETF Stock Performance

Shares of SCCR opened at $25.80 on Tuesday. Schwab Core Bond ETF has a 52 week low of $24.82 and a 52 week high of $26.20. The firm’s 50-day simple moving average is $25.97 and its 200 day simple moving average is $25.71.

About Schwab Core Bond ETF

The Schwab Core Bond ETF (SCCR) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is actively managed, investing primarily in investment grade, US dollar-denominated debt securities of varying maturities. The fund seeks total return. SCCR was launched on Feb 5, 2025 and is issued by Charles Schwab.