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	–	2396
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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

CoreCap Advisors's SCHB Position: Q2 2026 in Review

CoreCap Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 3.1% in Q2 2026, buying an estimated $48.2K and bringing the position to 57,147 shares worth $1.65M. The position accounts for 0.05% of the portfolio, ranked #284.

CoreCap Advisors first reported a position in SCHB in Q4 2022 and has held it in 10 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

CoreCap Advisors held 57,147 shares of Schwab US Broad Market ETF worth $1.65M as of Q2 2026.
CoreCap Advisors bought 1,722 Schwab US Broad Market ETF shares in Q2 2026, an estimated $48.2K.
Schwab US Broad Market ETF made up 0.05% of CoreCap Advisors's portfolio in Q2 2026, its #284 holding.
CoreCap Advisors first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 10 quarters since.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.