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

Breakwater Investment Management grew its stake in Schwab Core Bond ETF (NYSEARCA:SCCR) by 278.2% during the third quarter, HoldingsChannel reports. The firm owned 99,752 shares of the company’s stock after buying an additional 73,377 shares during the quarter. Schwab Core Bond ETF accounts for about 1.0% of Breakwater Investment Management’s investment portfolio, making the stock its 25th largest holding. Breakwater Investment Management’s holdings in Schwab Core Bond ETF were worth $2,589,000 as of its most recent filing with the Securities and Exchange Commission.

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

Schwab Core Bond ETF Price Performance

Shares of SCCR stock opened at $25.80 on Tuesday. The business’s 50-day moving average price is $25.97 and its 200-day moving average price is $25.71. Schwab Core Bond ETF has a 12 month low of $24.82 and a 12 month high of $26.20.

Schwab Core Bond ETF Profile

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.