CoreCap Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

CoreCap Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$177K	Sell	5,303 -371	-7%	-$12.8K	0.01%	894
2026 Q2	$197K	Sell	5,674 -1,997	-26%	-$65.8K	0.01%	867
2026 Q1	$234K	Sell	7,671 -609	-7%	-$19K	0.01%	755
2025 Q4	$245K	Buy	8,280 +1,323	+19%	+$38.7K	0.01%	723
2025 Q3	$203K	Buy	6,957 +2,335	+51%	+$66.3K	0.01%	799
2025 Q2	$128K	Sell	4,622 -387	-8%	-$10.2K	0.01%	901
2025 Q1	$133K	Buy	5,009 +1,664	+50%	+$44.7K	0.01%	798
2024 Q4	$87.2K	Buy	3,345 +102	+3%	+$2.75K	﹤0.01%	976
2024 Q3	$86.9K	Buy	+3,243	New	+$83.3K	﹤0.01%	976
2024 Q2	–	Sell	-2,019	Closed	-$51.1K	–	2410
2024 Q1	$51.1K	Sell	2,019 -23,151	-92%	-$555K	﹤0.01%	1093
2023 Q4	$588K	Buy	+25,170	New	+$550K	0.04%	326
2022 Q4	$181K	Buy	+8,238	New	+$178K	0.01%	564
2022 Q3	–	Sell	-612	Closed	-$13K	–	1795
2022 Q2	$13K	Buy	+612	New	+$13.7K	﹤0.01%	1396
2022 Q1	–	Sell	-930	Closed	-$23K	–	1797
2021 Q4	$23K	Buy	+930	New	+$22K	﹤0.01%	1290

Other funds holding SCHV

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

HRC Wealth Management Moscow, Idaho $251M AUM 14.83% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

CoreCap Advisors's SCHV Position: Q3 2026 in Review

CoreCap Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 6.5% in Q3 2026, selling an estimated $12.8K and leaving 5,303 shares worth $177K. The position accounts for 0.01% of the portfolio, ranked #894.

CoreCap Advisors first reported a position in SCHV in Q4 2021 and has held it in 14 quarters since. The position peaked at $588K in Q4 2023. 300 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

CoreCap Advisors held 5,303 shares of Schwab US Large-Cap Value ETF worth $177K as of Q3 2026.
CoreCap Advisors sold 371 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $12.8K.
Schwab US Large-Cap Value ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #894 holding.
CoreCap Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 14 quarters since.
CoreCap Advisors's Schwab US Large-Cap Value ETF position peaked at $588K in Q4 2023.
300 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.