Breakwater Investment Management Grows Stock Holdings in Schwab Core Bond ETF $SCCR

Breakwater Investment Management grew its holdings in shares of Schwab Core Bond ETF (NYSEARCA:SCCR) by 100.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 199,686 shares of the company’s stock after buying an additional 99,934 shares during the quarter. Schwab Core Bond ETF accounts for 1.9% of Breakwater Investment Management’s portfolio, making the stock its 16th largest position. Breakwater Investment Management’s holdings in Schwab Core Bond ETF were worth $5,162,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of SCCR. Jane Street Group LLC purchased a new stake in Schwab Core Bond ETF during the first quarter worth approximately $690,000. Camarda Financial Advisors LLC purchased a new stake in Schwab Core Bond ETF during the second quarter worth approximately $1,249,000. Citadel Advisors LLC purchased a new stake in Schwab Core Bond ETF during the third quarter worth approximately $520,000. Finally, Flow Traders U.S. LLC grew its stake in Schwab Core Bond ETF by 3.7% during the third quarter. Flow Traders U.S. LLC now owns 48,155 shares of the company’s stock worth $1,250,000 after buying an additional 1,706 shares during the period.

Schwab Core Bond ETF Trading Down 0.2%

SCCR opened at $25.54 on Friday. Schwab Core Bond ETF has a 52-week low of $24.92 and a 52-week high of $26.25. The company has a 50 day moving average of $25.76 and a two-hundred day moving average of $25.88.

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.