Cape Investment Advisory, Inc. Schwab Strategic Tr Us Emergin Transaction History
Cape Investment Advisory, Inc.
- $256 Billion
- Q4 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 120,446 shares of SCHE stock, worth $3.33 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
120,446
Previous 131,456
8.38%
Holding current value
$3.33 Million
Previous $3.84 Billion
16.38%
% of portfolio
1.25%
Previous 1.55%
Shares
8 transactions
Others Institutions Holding SCHE
# of Institutions
831Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$564 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$516 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$231 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$96 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.34MShares$64.7 Million0.13% of portfolio