Position history for CAPTRUST FINANCIAL ADVISORS's holdings in SCHWAB STRATEGIC TR
CAPTRUST FINANCIAL ADVISORS holds 21.4M shares of FNDX (SCHWAB STRATEGIC TR), worth $582.1M as of 2025-Q4. The position was increased (++25.7% shares). FNDX represents 1.1% of CAPTRUST FINANCIAL ADVISORS's portfolio.
Current Value
$582.1M
Current Shares
21.4M
Total Value Change
+$292.2M
Total Shares Change
+17.1M
Other major holders of FNDX: Kestra Advisory Services, LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Increased |
| 21.4M |
+25.7% |
| $582.1M |
| 1.1% |
| $27.41 |
61 |
| 2025-Q3 | Increased | 17M | +4.4% | $447.7M | 0.9% | $26.16 | 46 |
| 2025-Q2 | Increased | 16.3M | +5.0% | $400.1M | 0.9% | $24.24 | 46 |
| 2025-Q1 | Increased | 15.5M | +4.0% | $366.7M | 0.9% | $23.08 | 46 |
| 2024-Q4 | Increased | 14.9M | +221.9% | $353.8M | 1.0% | $23.23 | 79 |
| 2024-Q3 | Increased | 4.6M | +7.2% | $333.1M | 1.0% | $23.32 | 47 |
| 2024-Q2 | Increased | 4.3M | +43.4% | $289.9M | 0.9% | $21.74 | 59 |