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Schwab Strategic Tr shares owned by CoreCap Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by CoreCap Advisors from 13F filings

Historical chart of CoreCap Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by CoreCap Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by CoreCap Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $71k 2.6k 27.94
2025-06-30 $70k 2.6k 27.35
2025-03-31 $65k 2.6k 25.38
2024-12-31 $106k 4.6k 23.12
2024-09-30 $161k 6.1k 26.17
2024-03-31 $62k 2.6k 24.26

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Vanguard Total Bond Market Etf Etf (BND)
Technology Select Sector Spdr Fund Etf (XLK)
Vanguard S&p 500 Etf Etf (VOO)
Invesco Qqq Trust Series I Etf (QQQ)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Nvidia Corporation Stock (NVDA)
Goldman Sachs Marketbeta U.s. Equity Etf Etf (GSUS)
Apple Stock (AAPL)
Schwab U.s. Small-cap Etf Etf (SCHA)
Ishares Core S&p 500 Etf Etf (IVV)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Growth Etf Etf (VUG)
Invesco S&p 500 Equal Weight Etf Etf (RSP)

View all positions for CoreCap Advisors

Top funds holding Schwab Strategic Tr

Cresset Asset Management
Summit Asset Management
Hamel Associates
Advisor Group Holdings
HighTower Advisors
Charles Schwab Trust
Iron Financial
LPL Financial
LeConte Wealth Management
Modern Wealth Management
LongView Wealth Management
Sequoia Financial Advisors
Martin Worley Group
Robertson Stephens Wealth Management
Mutual Advisors

View all funds holding Schwab Strategic Tr