How many shares of SCHC does CAPTRUST FINANCIAL ADVISORS own?

As of 2026-Q2, CAPTRUST FINANCIAL ADVISORS holds 417,548 shares of SCHC (SCHWAB INTL SMALL-CAP EQUITY).

What is CAPTRUST FINANCIAL ADVISORS's SCHC position worth?

As of 2026-Q2, CAPTRUST FINANCIAL ADVISORS's SCHC position is worth $20.1M.

Is CAPTRUST FINANCIAL ADVISORS buying or selling SCHC?

In 2026-Q2, CAPTRUST FINANCIAL ADVISORS increased their SCHC position (+4.4% change in shares).

When did CAPTRUST FINANCIAL ADVISORS first buy SCHC?

Based on available 13F filings, CAPTRUST FINANCIAL ADVISORS first reported a position in SCHC in 2018-Q4. They have held the position across 28 quarters.

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CAPTRUST FINANCIAL ADVISORS

SCHC
28 quarters

Position history for CAPTRUST FINANCIAL ADVISORS's holdings in SCHWAB INTL SMALL-CAP EQUITY

Current Value

$20.1M

Current Shares

417,548

Total Value Change

+$20.1M

Total Shares Change

+416,912

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	417,548	+4.4%	$20.1M	0.0%	$48.12	30
2026-Q1	Decreased	399,782	-1.6%	$18.7M	0.0%	$49.02	0
2025-Q4	Increased	406,341	+2.8%	$18.5M	0.0%	$45.74	29
2025-Q3	Decreased	395,430	-3.0%	$18M	0.0%	$43.77	0
2025-Q2	Decreased	407,700	-0.8%	$17.4M	0.0%	$40.83	0
2025-Q1	Decreased	410,784	-1.7%	$14.7M	0.0%	$34.85	0
2024-Q4	Decreased	418,055	-3.3%	$14.4M	0.0%	$32.97	0
2024-Q3	Increased	432,110	+0.7%	$16.6M	0.0%	$36.03	28
2024-Q2	Decreased	429,171	-5.5%	$15.3M	0.0%	$33.19	0
2024-Q1	Decreased	454,378	-44.8%	$16.3M	0.1%	$33.30	0
2023-Q4	Decreased	823,040	-6.1%	$28.7M	0.1%	$32.45	0
2023-Q3	New	876,225	-	$28.3M	0.1%	$29.22	48
2022-Q3	Exited	0	-100.0%	$0	0.0%	$24.52	0
2022-Q2	Increased	2,727	+82.8%	$85,000	0.0%	$27.81	33
2022-Q1	Decreased	1,492	-41.9%	$57,000	0.0%	$34.07	0
2021-Q4	Increased	2,567	+6.4%	$105,000	0.0%	$36.22	23
2021-Q3	Increased	2,412	+23.9%	$100,000	0.0%	$35.83	26
2021-Q2	Decreased	1,947	-3.7%	$81,000	0.0%	$36.08	0
2021-Q1	Decreased	2,022	-33.9%	$80,000	0.0%	$33.84	0
2020-Q4	Increased	3,061	+1.1%	$115,000	0.0%	$32.54	22
2020-Q3	Decreased	3,029	-23.7%	$99,000	0.0%	$27.43	0
2020-Q2	Decreased	3,971	-87.7%	$118,000	0.0%	$24.96	0
2020-Q1	Increased	32,390	+12.9%	$753,000	0.0%	$20.47	28
2019-Q4	Increased	28,681	+6.4%	$1M	0.0%	$29.16	27
2019-Q3	Increased	26,967	+4.3%	$858,000	0.0%	$26.08	26
2019-Q2	Increased	25,845	+0.9%	$848,000	0.0%	$26.83	25
2019-Q1	Increased	25,616	+3927.7%	$826,000	0.0%	$26.38	40
2018-Q4	New	636	-	$18,000	0.0%	$23.67	26

Other major holders of SCHC: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, Corient Private Wealth LP, TIAA TRUST, NATIONAL ASSOCIATION, Savant Capital, LLC, PNC FINANCIAL SERVICES GROUP, INC.

SCHC28 quarters

SCHC
28 quarters