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CAPTRUST FINANCIAL ADVISORS: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on SCHA, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 1,142,727 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,142,727 shares
    Change vs previous 13F +36,621 shares

    0.06% of the 13F portfolio, value $41,286,738.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 1,106,106 shares
    Change vs previous 13F +22,097 shares

    0.06% of the 13F portfolio, value $32,164,150.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 1,084,009 shares
    Change vs previous 13F +100,746 shares

    0.06% of the 13F portfolio, value $30,872,570.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 983,263 shares
    Change vs previous 13F +18,382 shares

    0.06% of the 13F portfolio, value $27,433,028.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 964,881 shares
    Change vs previous 13F +23,803 shares

    0.05% of the 13F portfolio, value $24,411,488.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 941,078 shares
    Change vs previous 13F +173,519 shares

    0.06% of the 13F portfolio, value $22,049,463.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 767,559 shares
    Change vs previous 13F +399,277 shares

    0.06% of the 13F portfolio, value $19,849,079.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 368,282 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $18,966,472.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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