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CAPTRUST FINANCIAL ADVISORS: SCHP position timeline

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

CAPTRUST FINANCIAL ADVISORS held 30,087 SCHP 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 30,087 shares
    Change vs previous 13F -15,248 shares

    <0.01% of the 13F portfolio, value $797,308.

    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 45,335 shares
    Change vs previous 13F +30,810 shares

    <0.01% of the 13F portfolio, value $1,206,353.

    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 14,525 shares
    Change vs previous 13F -29,177 shares

    <0.01% of the 13F portfolio, value $384,761.

    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 43,702 shares
    Change vs previous 13F +20,186 shares

    <0.01% of the 13F portfolio, value $1,177,765.

    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 23,516 shares
    Change vs previous 13F +10,917 shares

    <0.01% of the 13F portfolio, value $627,409.

    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 12,599 shares
    Change vs previous 13F -2,705 shares

    <0.01% of the 13F portfolio, value $338,780.

    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 15,304 shares
    Change vs previous 13F +2,817 shares

    <0.01% of the 13F portfolio, value $395,300.

    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 12,487 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $669,663.

    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).