Cape Investment Advisory, Inc. Schwab Strategic Tr Intl Divid Transaction History
Cape Investment Advisory, Inc.
- $247 Billion
- Q3 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 43,954 shares of SCHY stock, worth $1.07 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
43,954
Previous 39,679
10.77%
Holding current value
$1.07 Million
Previous $935 Million
22.99%
% of portfolio
0.47%
Previous 0.42%
Shares
5 transactions
Others Institutions Holding SCHY
# of Institutions
127Shares Held
9.64MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.98MShares$48 Million0.2% of portfolio
-
Summit Asset Management, LLC Memphis, TN841KShares$20.4 Million2.54% of portfolio
-
Souders Financial Advisors525KShares$12.7 Million2.01% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.14 Million0.06% of portfolio
-
Envestnet Asset Management Inc328KShares$7.94 Million0.0% of portfolio