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CAPTRUST FINANCIAL ADVISORS: SCHD position timeline

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

CAPTRUST FINANCIAL ADVISORS held 1,688,134 SCHD 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 1,688,134 shares
    Change vs previous 13F +19,137 shares

    0.08% of the 13F portfolio, value $53,530,721.

    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 1,668,997 shares
    Change vs previous 13F +52,138 shares

    0.09% of the 13F portfolio, value $51,202,591.

    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 1,616,859 shares
    Change vs previous 13F -82,525 shares

    0.08% of the 13F portfolio, value $44,350,440.

    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 1,699,384 shares
    Change vs previous 13F -170,611 shares

    0.09% of the 13F portfolio, value $46,393,187.

    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 1,869,995 shares
    Change vs previous 13F +625,251 shares

    0.11% of the 13F portfolio, value $49,554,867.

    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 1,244,744 shares
    Change vs previous 13F +207,013 shares

    0.09% of the 13F portfolio, value $34,803,030.

    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 1,037,731 shares
    Change vs previous 13F +696,631 shares

    0.08% of the 13F portfolio, value $28,350,806.

    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 341,100 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $28,833,109.

    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).