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CAPTRUST FINANCIAL ADVISORS: SCHZ position timeline

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

CAPTRUST FINANCIAL ADVISORS held 72,645 SCHZ 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 72,645 shares
    Change vs previous 13F +2,312 shares

    <0.01% of the 13F portfolio, value $1,680,269.

    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 70,333 shares
    Change vs previous 13F +254 shares

    <0.01% of the 13F portfolio, value $1,633,121.

    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 70,079 shares
    Change vs previous 13F +3,518 shares

    <0.01% of the 13F portfolio, value $1,637,748.

    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 66,561 shares
    Change vs previous 13F -10,625 shares

    <0.01% of the 13F portfolio, value $1,562,197.

    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 77,186 shares
    Change vs previous 13F -18,258 shares

    <0.01% of the 13F portfolio, value $1,793,800.

    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 95,444 shares
    Change vs previous 13F -33,289 shares

    0.01% of the 13F portfolio, value $2,210,491.

    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 128,733 shares
    Change vs previous 13F +28,964 shares

    0.01% of the 13F portfolio, value $2,922,231.

    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 99,769 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,741,234.

    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).