Schwab Strategic Tr shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Schwab Strategic Tr
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Quarterly reported holdings in Schwab Strategic Tr by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 54k | 25.61 |
| 2025-06-30 | $1.4M | 56k | 25.18 |
| 2025-03-31 | $982k | 39k | 25.37 |
| 2024-12-31 | $964k | 38k | 25.68 |
| 2024-09-30 | $1.1M | 21k | 52.53 |
| 2024-06-30 | $1.0M | 20k | 51.40 |
| 2024-03-31 | $1.0M | 20k | 52.05 |
| 2023-12-31 | $1.9M | 37k | 52.61 |
More positions owned by Captrust Financial Advisors
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