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SCHX
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
20.2M
+3.4%
$517.5M0.9%$26.83
46
2025-Q4
Increased
19.5M
+5.6%
$525.4M1.0%$27.12
47
2025-Q3
Increased
18.5M
+1.5%
$486.8M1.0%$26.19
45
2025-Q2
Increased
18.2M
+2.2%
$445.1M1.0%$24.19
45
2025-Q1
Increased
17.8M
+687.1%
$393.4M1.0%$21.77
71
2024-Q4
Increased
2.3M
+187.7%
$52.5M0.1%$23.00
57
2024-Q3
Increased
786,770
+0.7%
$53.4M0.2%$22.20
35
2024-Q2
Increased
781,556
+12.8%
$50.2M0.2%$21.03
39

Other major holders of SCHX: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, US BANCORP \DE\

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