Skip to content
Disclosery

CoreCap Advisors, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CoreCap Advisors, LLC on SCHD, newest first. How the timeline and the estimate are built.

CoreCap Advisors, LLC held 100,242 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 100,242 shares
    Change vs previous 13F +12,567 shares

    0.09% of the 13F portfolio, value $3,260,899.

    13F-HR 0001902501-26-000006 filed by CoreCap Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 87,675 shares
    Change vs previous 13F -86,813 shares

    0.08% of the 13F portfolio, value $2,780,175.

    13F-HR 0001902501-26-000003 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 174,488 shares
    Change vs previous 13F -37,900 shares

    0.18% of the 13F portfolio, value $5,353,322.

    13F-HR 0001902501-26-000002 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 212,388 shares
    Change vs previous 13F -30,707 shares

    0.2% of the 13F portfolio, value $5,825,796.

    13F-HR 0001902501-26-000001 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 243,095 shares
    Change vs previous 13F -269,796 shares

    0.24% of the 13F portfolio, value $6,636,498.

    13F-HR 0001902501-25-000005 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 512,891 shares
    Change vs previous 13F +29,996 shares

    0.55% of the 13F portfolio, value $13,591,621.

    13F-HR 0001902501-25-000004 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 482,895 shares
    Change vs previous 13F +30,428 shares

    0.59% of the 13F portfolio, value $13,501,737.

    13F-HR 0001984732-25-000005 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 452,467 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $12,361,399.

    13F-HR 0001984732-25-000003 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).