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CAPTRUST FINANCIAL ADVISORS: SCHE position timeline

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

CAPTRUST FINANCIAL ADVISORS held 312,716 SCHE 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 312,716 shares
    Change vs previous 13F -9,665 shares

    0.02% of the 13F portfolio, value $11,339,082.

    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 322,381 shares
    Change vs previous 13F -8,775 shares

    0.02% of the 13F portfolio, value $10,622,461.

    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 331,156 shares
    Change vs previous 13F +83,214 shares

    0.02% of the 13F portfolio, value $10,845,344.

    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 247,942 shares
    Change vs previous 13F -14,404 shares

    0.02% of the 13F portfolio, value $8,273,832.

    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 262,346 shares
    Change vs previous 13F -18,485 shares

    0.02% of the 13F portfolio, value $7,907,099.

    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 280,831 shares
    Change vs previous 13F -48,468 shares

    0.02% of the 13F portfolio, value $7,742,502.

    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 329,299 shares
    Change vs previous 13F -26,498 shares

    0.03% of the 13F portfolio, value $8,769,226.

    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 355,797 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $10,382,150.

    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).