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CoreCap Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

CoreCap Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.65M Buy
57,147
+1,722
+3% +$48.2K 0.05% 284
2026
Q1 		$1.39M Buy
55,425
+1,145
+2% +$30K 0.05% 299
2025
Q4 		$1.42M Sell
54,280
-891
-2% -$23.2K 0.05% 308
2025
Q3 		$1.42M Sell
55,171
-274
-0.5% -$6.78K 0.05% 301
2025
Q2 		$1.32M Sell
55,445
-293
-0.5% -$6.45K 0.05% 288
2025
Q1 		$1.2M Sell
55,738
-9,472
-15% -$215K 0.05% 296
2024
Q4 		$1.48M Sell
65,210
-1,981
-3% -$45.2K 0.07% 264
2024
Q3 		$1.49M Buy
+67,191
New +$1.43M 0.07% 263
2024
Q2 		– Sell
-1,905
Closed -$38.8K – 2411
2024
Q1 		$38.8K Buy
+1,905
New +$36.9K ﹤0.01% 1206
2022
Q4 		$7.39K Buy
+495
New +$7.44K ﹤0.01% 1640

Other funds holding SCHB

HWA
HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $598M AUM 18% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
WC
Wynn Capital Augusta, Georgia $224M AUM 31.2% 1-Year Est. Return
SI
Stonekeep Investments Sante Fe, New Mexico $172M AUM 16.76% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CKAIS
Christensen King & Associates Investment Services Richland, Washington $252M AUM 20.51% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return