Cape Investment Advisory, Inc. Schwab Intermediate Term Us Tr Transaction History
Cape Investment Advisory, Inc.
- $256 Billion
- Q4 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 270 shares of SCHR stock, worth $6,720. This represents 0.0% of its overall portfolio holdings.
Number of Shares
270
Previous 135
100.0%
Holding current value
$6,720
Previous $6.83 Million
4.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SCHR
# of Institutions
461Shares Held
359MCall Options Held
2.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.41 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A615.9MShares$397 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.7MShares$315 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.47MShares$211 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO7.78MShares$194 Million0.2% of portfolio