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CoreCap Advisors, LLC: SCHX position timeline

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

CoreCap Advisors, LLC held 496,766 SCHX 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 496,766 shares
    Change vs previous 13F -45,762 shares

    0.43% of the 13F portfolio, value $14,903,009.

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

  2. period ended2026-06-30
    13F 542,528 shares
    Change vs previous 13F +24,364 shares

    0.47% of the 13F portfolio, value $15,966,586.

    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 518,164 shares
    Change vs previous 13F +43,401 shares

    0.45% of the 13F portfolio, value $13,285,739.

    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 474,763 shares
    Change vs previous 13F +29,014 shares

    0.45% of the 13F portfolio, value $12,775,860.

    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 445,749 shares
    Change vs previous 13F +102,935 shares

    0.43% of the 13F portfolio, value $11,741,038.

    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 342,814 shares
    Change vs previous 13F +36,273 shares

    0.34% of the 13F portfolio, value $8,378,382.

    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 306,541 shares
    Change vs previous 13F +149,849 shares

    0.3% of the 13F portfolio, value $6,768,433.

    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 156,692 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,632,125.

    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).