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CAPTRUST FINANCIAL ADVISORS: SCHM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 1,421,766 SCHM 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 1,421,766 shares
    Change vs previous 13F +18,701 shares

    0.08% of the 13F portfolio, value $52,420,523.

    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 1,403,065 shares
    Change vs previous 13F -9,007 shares

    0.08% of the 13F portfolio, value $43,435,989.

    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 1,412,072 shares
    Change vs previous 13F +53,508 shares

    0.08% of the 13F portfolio, value $42,461,010.

    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 1,358,564 shares
    Change vs previous 13F +21,329 shares

    0.08% of the 13F portfolio, value $40,267,849.

    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 1,337,235 shares
    Change vs previous 13F +16,413 shares

    0.08% of the 13F portfolio, value $37,509,430.

    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 1,320,822 shares
    Change vs previous 13F +979,845 shares

    0.09% of the 13F portfolio, value $34,605,533.

    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 340,977 shares
    Change vs previous 13F +229,000 shares

    0.03% of the 13F portfolio, value $9,448,486.

    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 111,977 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $9,304,177.

    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).