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

CoreCap Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16M	Buy	542,528 +24,364	+5%	+$696K	0.47%	37
2026 Q1	$13.3M	Buy	518,164 +43,401	+9%	+$1.16M	0.45%	39
2025 Q4	$12.8M	Buy	474,763 +29,014	+7%	+$775K	0.45%	39
2025 Q3	$11.7M	Buy	445,749 +102,935	+30%	+$2.61M	0.43%	39
2025 Q2	$8.38M	Buy	342,814 +36,273	+12%	+$820K	0.34%	53
2025 Q1	$6.77M	Buy	306,541 +149,849	+96%	+$3.49M	0.3%	62
2024 Q4	$3.63M	Buy	156,692 +110,309	+238%	+$2.57M	0.17%	119
2024 Q3	$1.05M	Buy	+46,383	New	+$1.01M	0.05%	314
2024 Q2	–	Sell	-8,727	Closed	-$181K	–	2411
2024 Q1	$181K	Buy	+8,727	New	+$172K	0.01%	658
2022 Q4	$105K	Buy	+6,957	New	+$105K	0.01%	719
2022 Q3	–	Sell	-4,854	Closed	-$72K	–	1796
2022 Q2	$72K	Buy	+4,854	New	+$78.7K	0.01%	815
2022 Q1	–	Sell	-8,280	Closed	-$157K	–	1798
2021 Q4	$157K	Buy	+8,280	New	+$153K	0.01%	604

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

CoreCap Advisors's SCHX Position: Q2 2026 in Review

CoreCap Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 4.7% in Q2 2026, buying an estimated $696K and bringing the position to 542,528 shares worth $16M. The position accounts for 0.47% of the portfolio, ranked #37.

CoreCap Advisors first reported a position in SCHX in Q4 2021 and has held it in 12 quarters since. 475 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

CoreCap Advisors held 542,528 shares of Schwab US Large- Cap ETF worth $16M as of Q2 2026.
CoreCap Advisors bought 24,364 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $696K.
Schwab US Large- Cap ETF made up 0.47% of CoreCap Advisors's portfolio in Q2 2026, its #37 holding.
CoreCap Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 12 quarters since.
475 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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