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CAPTRUST FINANCIAL ADVISORS: SCHR position timeline

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

CAPTRUST FINANCIAL ADVISORS held 251,565 SCHR 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 251,565 shares
    Change vs previous 13F +6,094 shares

    0.01% of the 13F portfolio, value $6,203,597.

    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 245,471 shares
    Change vs previous 13F +62,648 shares

    0.01% of the 13F portfolio, value $6,114,677.

    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 182,823 shares
    Change vs previous 13F +137,529 shares

    0.01% of the 13F portfolio, value $4,585,194.

    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 45,294 shares
    Change vs previous 13F +10,840 shares

    <0.01% of the 13F portfolio, value $1,138,237.

    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 34,454 shares
    Change vs previous 13F +438 shares

    <0.01% of the 13F portfolio, value $862,387.

    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 34,016 shares
    Change vs previous 13F -93,326 shares

    <0.01% of the 13F portfolio, value $845,636.

    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 127,342 shares
    Change vs previous 13F +112,918 shares

    0.01% of the 13F portfolio, value $3,093,148.

    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 14,424 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $729,921.

    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).