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SCHISCHI
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Position history for CAPTRUST FINANCIAL ADVISORSCAPTRUST FINANCIAL ADVISORS's holdings in SCHWAB 5-10 YEAR CORPORATE B

CAPTRUST FINANCIAL ADVISORS holds 8.8M shares of SCHI (SCHWAB 5-10 YEAR CORPORATE B), worth $198.5M as of 2026-Q2. The position was increased (+2.8% shares). SCHI represents 0.3% of CAPTRUST FINANCIAL ADVISORS's portfolio.

Current Value

$198.5M

Current Shares

8.8M

Total Value Change

+$198M

Total Shares Change

+8.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
8.8M
+2.8%
$198.5M0.3%$22.44
38
2026-Q1
Increased
8.5M
+8.8%
$193.4M0.3%$23.05
40
2025-Q4
Increased
7.8M
+5.0%
$180M0.3%$22.94
38
2025-Q3
Increased
7.5M
+3.0%
$172.3M0.4%$22.60
37
2025-Q2
Increased
7.2M
+14.4%
$164.9M0.4%$21.93
41
2025-Q1
Increased
6.3M
+235x
$142.2M0.4%$21.42
58
2024-Q4
Increased
26,796
+127.8%
$591,3950.0%$20.94
39
2024-Q3
Decreased
11,761
-11.2%
$542,8950.0%$21.54
0

Other major holders of SCHI: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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