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CAPTRUST FINANCIAL ADVISORS: SCHH position timeline

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

CAPTRUST FINANCIAL ADVISORS held 39,812 SCHH 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 39,812 shares
    Change vs previous 13F +3,126 shares

    <0.01% of the 13F portfolio, value $942,750.

    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 36,686 shares
    Change vs previous 13F -608 shares

    <0.01% of the 13F portfolio, value $788,378.

    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 37,294 shares
    Change vs previous 13F +10,024 shares

    <0.01% of the 13F portfolio, value $779,062.

    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 27,270 shares
    Change vs previous 13F +287 shares

    <0.01% of the 13F portfolio, value $588,222.

    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 26,983 shares
    Change vs previous 13F -476 shares

    <0.01% of the 13F portfolio, value $570,952.

    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 27,459 shares
    Change vs previous 13F +2,049 shares

    <0.01% of the 13F portfolio, value $590,633.

    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 25,410 shares
    Change vs previous 13F +9,787 shares

    <0.01% of the 13F portfolio, value $535,144.

    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 15,623 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $361,986.

    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).