SCCR · Insider trading · 13F holders · Congress trades
Schwab Strategic Tr (SCCR)
Who is buying and selling SCCR: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 2
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SCCR at a glance
- No open-market insider purchases or sales of SCCR were filed in the last 90 days.
- 2 13F filers hold SCCR among their 50 largest positions, worth $8.8M combined. The biggest bets by portfolio weight are Breakwater Investment Management (2.8%) and Momentous Wealth Management, Inc. (0.1%). In their latest 13Fs, 1 manager opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in SCCR.
SCCR insider trading
No open-market insider purchases or sales of SCCR were filed in the last 90 days.
Who owns SCCR? Hedge funds and superinvestors
2 13F filers hold SCCR among their 50 largest positions, worth $8.8M combined. The biggest bets by portfolio weight are Breakwater Investment Management (2.8%) and Momentous Wealth Management, Inc. (0.1%). In their latest 13Fs, 1 manager opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Breakwater Investment ManagementWealth manager | 2.8% | $8.5M | 347,825 | +11.5% shares | Q3 2026 |
| Momentous Wealth Management, Inc.Wealth manager | 0.1% | $296K | 12,173 | New | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 2). Screen SCCR in the grand portfolio →
SCCR stock trades by members of Congress
No member of Congress has disclosed a trade in SCCR.
SCCR questions and answers
Are insiders buying SCCR stock?
No open-market insider purchases or sales of SCCR were filed in the last 90 days.
Which hedge funds own SCCR?
2 13F filers hold SCCR among their 50 largest positions, worth $8.8M combined. The biggest bets by portfolio weight are Breakwater Investment Management (2.8%) and Momentous Wealth Management, Inc. (0.1%). In their latest 13Fs, 1 manager opened a new position and 1 added to one.
Has Congress traded SCCR?
No member of Congress has disclosed a trade in SCCR.
Who is the largest holder of SCCR?
Among 13F filers, Breakwater Investment Management reports the largest SCCR position, $8.5M (347,825 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Breakwater Investment Management's: 2.8% of its portfolio.
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