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 Q3	$14.9M	Sell	496,766 -45,762	-8%	-$1.37M	0.43%	39
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

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

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

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

CoreCap Advisors's SCHX Position: Q3 2026 in Review

CoreCap Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 8.4% in Q3 2026, selling an estimated $1.37M and leaving 496,766 shares worth $14.9M. The position accounts for 0.43% of the portfolio, ranked #39.

CoreCap Advisors first reported a position in SCHX in Q4 2021 and has held it in 13 quarters since. The position peaked at $16M in Q2 2026. 465 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

CoreCap Advisors held 496,766 shares of Schwab US Large- Cap ETF worth $14.9M as of Q3 2026.
CoreCap Advisors sold 45,762 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $1.37M.
Schwab US Large- Cap ETF made up 0.43% of CoreCap Advisors's portfolio in Q3 2026, its #39 holding.
CoreCap Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's Schwab US Large- Cap ETF position peaked at $16M in Q2 2026.
465 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

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