Position history for CAPTRUST FINANCIAL ADVISORS's holdings in SCHWAB STRATEGIC TR
CAPTRUST FINANCIAL ADVISORS holds 20.2M shares of SCHX (SCHWAB STRATEGIC TR), worth $517.5M as of 2026-Q1. The position was increased (+3.4% shares). SCHX represents 0.9% of CAPTRUST FINANCIAL ADVISORS's portfolio.
Current Value
$517.5M
Current Shares
20.2M
Total Value Change
+$467.3M
Total Shares Change
+19.4M
Other major holders of SCHX: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Increased |
| 20.2M |
+3.4% |
| $517.5M |
| 0.9% |
| $26.83 |
46 |
| 2025-Q4 | Increased | 19.5M | +5.6% | $525.4M | 1.0% | $27.12 | 47 |
| 2025-Q3 | Increased | 18.5M | +1.5% | $486.8M | 1.0% | $26.19 | 45 |
| 2025-Q2 | Increased | 18.2M | +2.2% | $445.1M | 1.0% | $24.19 | 45 |
| 2025-Q1 | Increased | 17.8M | +687.1% | $393.4M | 1.0% | $21.77 | 71 |
| 2024-Q4 | Increased | 2.3M | +187.7% | $52.5M | 0.1% | $23.00 | 57 |
| 2024-Q3 | Increased | 786,770 | +0.7% | $53.4M | 0.2% | $22.20 | 35 |
| 2024-Q2 | Increased | 781,556 | +12.8% | $50.2M | 0.2% | $21.03 | 39 |