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CAPTRUST FINANCIAL ADVISORS: SCHC position timeline

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

CAPTRUST FINANCIAL ADVISORS held 417,548 SCHC 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 417,548 shares
    Change vs previous 13F +17,766 shares

    0.03% of the 13F portfolio, value $20,092,413.

    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 399,782 shares
    Change vs previous 13F -6,559 shares

    0.03% of the 13F portfolio, value $18,685,826.

    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 406,341 shares
    Change vs previous 13F +10,911 shares

    0.04% of the 13F portfolio, value $18,500,721.

    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 395,430 shares
    Change vs previous 13F -12,270 shares

    0.04% of the 13F portfolio, value $17,996,035.

    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 407,700 shares
    Change vs previous 13F -3,084 shares

    0.04% of the 13F portfolio, value $17,363,958.

    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 410,784 shares
    Change vs previous 13F -7,271 shares

    0.04% of the 13F portfolio, value $14,738,932.

    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 418,055 shares
    Change vs previous 13F -14,055 shares

    0.04% of the 13F portfolio, value $14,351,840.

    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 432,110 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $16,649,189.

    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).