Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: SCHF position timeline

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

CAPTRUST FINANCIAL ADVISORS held 1,167,782 SCHF 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 1,167,782 shares
    Change vs previous 13F -4,631 shares

    0.05% of the 13F portfolio, value $32,347,568.

    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 1,172,413 shares
    Change vs previous 13F +7,616 shares

    0.05% of the 13F portfolio, value $29,011,501.

    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 1,164,797 shares
    Change vs previous 13F +19,466 shares

    0.05% of the 13F portfolio, value $28,001,719.

    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 1,145,331 shares
    Change vs previous 13F -74,040 shares

    0.05% of the 13F portfolio, value $26,663,307.

    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 1,219,371 shares
    Change vs previous 13F +9,913 shares

    0.06% of the 13F portfolio, value $26,948,103.

    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 1,209,458 shares
    Change vs previous 13F -31,536 shares

    0.06% of the 13F portfolio, value $23,923,085.

    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 1,240,994 shares
    Change vs previous 13F +588,626 shares

    0.07% of the 13F portfolio, value $22,958,393.

    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 652,368 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $26,825,693.

    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).