Cape Investment Advisory, Inc. Schwab Strategic Tr Us Dividen Transaction History
Cape Investment Advisory, Inc.
- $256 Billion
- Q4 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 161,656 shares of SCHD stock, worth $4.61 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
161,656
Previous 54,076
198.94%
Holding current value
$4.61 Million
Previous $4.57 Billion
3.38%
% of portfolio
1.73%
Previous 1.85%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,939Shares Held
823MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.42 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.04 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$813 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$765 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$742 Million4.56% of portfolio