Captrust Financial Advisors Schwab Strategic Tr 5 10 Yr C Transaction History

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025

A detailed history of Captrust Financial Advisors transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Captrust Financial Advisors holds 7,464,403 shares of SCHI stock, worth $171 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
7,464,403
Previous 7,243,804 3.05%
Holding current value
$171 Million
Previous $165 Million 4.49%
% of portfolio
0.37%
Previous 0.38%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 19, 2025
BUY
$22.45 - $23.2 $4.95 Million - $5.12 Million
220,599 Added 3.05%
7,464,403 $172 Million
Q2 2025

Aug 14, 2025
BUY
$21.85 - $22.76 $20 Million - $20.8 Million
913,432 Added 14.43%
7,243,804 $165 Million
Q1 2025

May 14, 2025
BUY
$21.77 - $22.56 $137 Million - $142 Million
6,303,576 Added 23524.32%
6,330,372 $142 Million
Q4 2024

Feb 14, 2025
BUY
$22.02 - $46.16 $331,070 - $694,015
15,035 Added 127.84%
26,796 $591,000
Q3 2024

Nov 14, 2024
SELL
$43.73 - $46.29 $64,589 - $68,370
-1,477 Reduced 11.16%
11,761 $542,000
Q2 2024

Aug 14, 2024
BUY
$43.11 - $44.42 $59,578 - $61,388
1,382 Added 11.66%
13,238 $583,000
Q1 2024

May 15, 2024
BUY
$43.87 - $44.99 $520,122 - $533,401
11,856 New
11,856 $527,000
Q2 2023

Aug 14, 2023
BUY
$43.63 - $45.06 $237,347 - $245,126
5,440 New
5,440 $239,000
Q2 2022

Aug 16, 2022
BUY
$43.49 - $47.85 $173 - $191
4 New
4 $0

Others Institutions Holding SCHI

# of Institutions
251
Shares Held
52.2M
Call Options Held
0
Put Options Held
9K
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

SCHI Quotes by TradingView
  • Ticker SCHI
  • Sector ETFs
  • Industry ETFs
More about SCHI
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