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Schwab Strategic Tr shares owned by CoreCap Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr (SMBS) 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 $75k 2.9k 25.71
2025-06-30 $254k 10k 25.47

More positions owned by CoreCap Advisors

Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Vanguard Total Stock Market Etf Etf (VTI)
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

Charles Schwab Investment Management
CacheTech
Adams Wealth Management
Summit Financial
Citadel Advisors
Goldman Sachs Group
LPL Financial
Chapman Financial Group
Mercer Global Advisors
Susquehanna International
Mariner Wealth Advisors
Jane Street
Chapin Davis
Orin Green Financial
Empirical Financial Services, LLC d/b/a Empirical Wealth Management

View all funds holding Schwab Strategic Tr