ATX Financial Planning LLC Invests $1.59 Million in Schwab Core Bond ETF $SCCR

ATX Financial Planning LLC purchased a new position in Schwab Core Bond ETF (NYSEARCA:SCCR) in the first quarter, HoldingsChannel reports. The fund purchased 61,980 shares of the company’s stock, valued at approximately $1,594,000. Schwab Core Bond ETF makes up about 1.2% of ATX Financial Planning LLC’s portfolio, making the stock its 22nd biggest holding.

Several other large investors have also modified their holdings of SCCR. RFG Advisory LLC bought a new position in shares of Schwab Core Bond ETF in the 1st quarter worth about $203,000. OLD Mission Capital LLC bought a new position in Schwab Core Bond ETF in the fourth quarter worth about $226,000. LPL Financial LLC acquired a new position in Schwab Core Bond ETF in the fourth quarter valued at approximately $235,000. Destination Wealth Management acquired a new position in Schwab Core Bond ETF in the fourth quarter valued at approximately $369,000. Finally, Citadel Advisors LLC bought a new position in shares of Schwab Core Bond ETF during the third quarter valued at approximately $520,000.

Schwab Core Bond ETF Trading Up 0.1%

SCCR stock opened at $25.35 on Friday. Schwab Core Bond ETF has a 1 year low of $25.17 and a 1 year high of $26.25. The stock’s fifty day moving average is $25.49 and its two-hundred day moving average is $25.71.

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.