CoreCap Advisors, LLC SCHA Holdings History
CoreCap Advisors, LLC's Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-03-31, CoreCap Advisors, LLC held 1.27 Mil shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $29.83 Mil. This investment constitutes 1.31% of their stock portfolio, and CoreCap Advisors, LLC now holds 0.18% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2021Q4. And since then CoreCap Advisors, LLC has made 9 purchases of SCHA, at an average price of $28.56, for a total of 1.58 Mil shares. In addition, there have been 3 sales at an average price of $47.24 for 310,545.00 shares. Based on historical transaction data and SCHA's current price of $26.08, CoreCap Advisors, LLC's estimated gain on his SCHA holdings is $2.65 Mil, reflecting a 5.85% gain to date.
CoreCap Advisors, LLC SCHA ($26.08) Holding Chart
CoreCap Advisors, LLC SCHA ($26.08) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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