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CAPTRUST FINANCIAL ADVISORS: SCHX position timeline

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

CAPTRUST FINANCIAL ADVISORS held 20,363,006 SCHX 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 20,363,006 shares
    Change vs previous 13F +179,594 shares

    0.92% of the 13F portfolio, value $599,283,274.

    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 20,183,412 shares
    Change vs previous 13F +660,923 shares

    0.91% of the 13F portfolio, value $517,496,711.

    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 19,522,489 shares
    Change vs previous 13F +1,039,540 shares

    1% of the 13F portfolio, value $525,350,184.

    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 18,482,949 shares
    Change vs previous 13F +272,099 shares

    0.99% of the 13F portfolio, value $486,840,877.

    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 18,210,850 shares
    Change vs previous 13F +394,912 shares

    0.99% of the 13F portfolio, value $445,085,773.

    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 17,815,938 shares
    Change vs previous 13F +15,552,320 shares

    0.99% of the 13F portfolio, value $393,389,192.

    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 2,263,618 shares
    Change vs previous 13F +1,476,848 shares

    0.15% of the 13F portfolio, value $52,483,629.

    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 786,770 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $53,382,111.

    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).