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CAPTRUST FINANCIAL ADVISORS: SCHO position timeline

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

CAPTRUST FINANCIAL ADVISORS held 394,300 SCHO 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 394,300 shares
    Change vs previous 13F -52,691 shares

    0.01% of the 13F portfolio, value $9,518,391.

    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 446,991 shares
    Change vs previous 13F +162,036 shares

    0.02% of the 13F portfolio, value $10,848,480.

    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 284,955 shares
    Change vs previous 13F +82,656 shares

    0.01% of the 13F portfolio, value $6,944,363.

    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 202,299 shares
    Change vs previous 13F -9,060 shares

    0.01% of the 13F portfolio, value $4,936,102.

    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 211,359 shares
    Change vs previous 13F -20,654 shares

    0.01% of the 13F portfolio, value $5,152,944.

    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 232,013 shares
    Change vs previous 13F -13,390 shares

    0.01% of the 13F portfolio, value $5,647,197.

    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 245,403 shares
    Change vs previous 13F +80,406 shares

    0.02% of the 13F portfolio, value $5,904,393.

    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 164,997 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,081,577.

    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).