Cape Investment Advisory, Inc. Schwab Strategic Tr Us Emergin Transaction History
Cape Investment Advisory, Inc.
- $214 Billion
- Q1 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 128,010 shares of SCHE stock, worth $3.4 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
128,010
Previous 130,094
1.6%
Holding current value
$3.4 Million
Previous $3.23 Billion
0.22%
% of portfolio
1.51%
Previous 1.58%
Shares
5 transactions
Others Institutions Holding SCHE
# of Institutions
763Shares Held
234MCall Options Held
26.1KPut Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA85.3MShares$2.27 Billion2.96% of portfolio
-
Creative Planning Overland Park, KS23.3MShares$620 Million0.65% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.9MShares$529 Million1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA12.2MShares$324 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.83MShares$155 Million0.24% of portfolio