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SCHXSCHX
Showing 8 of 31 quarters

Position history for CAPTRUST FINANCIAL ADVISORSCAPTRUST FINANCIAL ADVISORS's holdings in SCHWAB US LARGE-CAP ETF

CAPTRUST FINANCIAL ADVISORS holds 20.4M shares of SCHX (SCHWAB US LARGE-CAP ETF), worth $599.3M as of 2026-Q2. The position was increased (+0.9% shares). SCHX represents 0.9% of CAPTRUST FINANCIAL ADVISORS's portfolio.

Current Value

$599.3M

Current Shares

20.4M

Total Value Change

+$545.9M

Total Shares Change

+19.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
20.4M
+0.9%
$599.3M0.9%$29.43
45
2026-Q1
Increased
20.2M
+3.4%
$517.5M0.9%$25.57
46
2025-Q4
Increased
19.5M
+5.6%
$525.4M1.0%$26.76
47
2025-Q3
Increased
18.5M
+1.5%
$486.8M1.0%$26.12
45
2025-Q2
Increased
18.2M
+2.2%
$445.1M1.0%$24.17
45
2025-Q1
Increased
17.8M
+687.1%
$393.4M1.0%$21.77
71
2024-Q4
Increased
2.3M
+187.7%
$52.5M0.1%$22.79
57
2024-Q3
Increased
786,770
+0.7%
$53.4M0.2%$22.16
35

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

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