Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: SCHI position timeline

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

CAPTRUST FINANCIAL ADVISORS held 8,768,676 SCHI 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 8,768,676 shares
    Change vs previous 13F +241,669 shares

    0.3% of the 13F portfolio, value $198,522,836.

    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 8,527,007 shares
    Change vs previous 13F +692,773 shares

    0.34% of the 13F portfolio, value $193,392,528.

    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 7,834,234 shares
    Change vs previous 13F +369,831 shares

    0.34% of the 13F portfolio, value $179,952,354.

    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 7,464,403 shares
    Change vs previous 13F +220,599 shares

    0.35% of the 13F portfolio, value $172,278,433.

    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 7,243,804 shares
    Change vs previous 13F +913,432 shares

    0.37% of the 13F portfolio, value $164,868,980.

    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 6,330,372 shares
    Change vs previous 13F +6,303,576 shares

    0.36% of the 13F portfolio, value $142,180,152.

    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 26,796 shares
    Change vs previous 13F +15,035 shares

    <0.01% of the 13F portfolio, value $591,395.

    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 11,761 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $542,895.

    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).