Cape Investment Advisory, Inc. Schwab Strategic Tr Intl Eqty Transaction History
Cape Investment Advisory, Inc.
- $274 Billion
- Q2 2025
A detailed history of Cape Investment Advisory, Inc. transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 129,798 shares of SCHF stock, worth $3 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
129,798
Previous 129,355
0.34%
Holding current value
$3 Million
Previous $2.56 Billion
12.11%
% of portfolio
1.05%
Previous 1.02%
Shares
10 transactions
Others Institutions Holding SCHF
# of Institutions
1,484Shares Held
1.56BCall Options Held
39.6KPut Options Held
0-
Northwestern Mutual Wealth Management CO332MShares$7.68 Billion5.41% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO184MShares$4.26 Billion12.25% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA160MShares$3.7 Billion7.08% of portfolio
-
Wealthfront Advisers LLC110MShares$2.54 Billion6.35% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.65 Billion11.16% of portfolio