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CAPTRUST FINANCIAL ADVISORS: SCHB position timeline

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

CAPTRUST FINANCIAL ADVISORS held 3,654,324 SCHB 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 3,654,324 shares
    Change vs previous 13F -393,159 shares

    0.16% of the 13F portfolio, value $105,829,235.

    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 4,047,483 shares
    Change vs previous 13F -189,417 shares

    0.18% of the 13F portfolio, value $101,591,816.

    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 4,236,900 shares
    Change vs previous 13F +849,417 shares

    0.21% of the 13F portfolio, value $111,133,890.

    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 3,387,483 shares
    Change vs previous 13F -9,360 shares

    0.18% of the 13F portfolio, value $87,092,192.

    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 3,396,843 shares
    Change vs previous 13F +11,233 shares

    0.18% of the 13F portfolio, value $80,946,765.

    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 3,385,610 shares
    Change vs previous 13F +64,697 shares

    0.18% of the 13F portfolio, value $72,892,177.

    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 3,320,913 shares
    Change vs previous 13F +2,179,908 shares

    0.22% of the 13F portfolio, value $75,384,720.

    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 1,141,005 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $75,899,217.

    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).