Cape Investment Advisory, Inc. Schwab Strategic U.S. Reit ETF Transaction History
Cape Investment Advisory, Inc.
- $223 Billion
- Q2 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 11,311 shares of SCHH stock, worth $259,135. This represents 0.1% of its overall portfolio holdings.
Number of Shares
11,311
Previous 9,270
22.02%
Holding current value
$259,135
Previous $188 Million
20.03%
% of portfolio
0.1%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding SCHH
# of Institutions
499Shares Held
255MCall Options Held
28.4KPut Options Held
83.1K-
Charles Schwab Investment Management Inc San Francisco, CA84.7MShares$1.94 Billion0.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA52.8MShares$1.21 Billion2.35% of portfolio
-
Us Bancorp \De\27.3MShares$625 Million0.75% of portfolio
-
Creative Planning Overland Park, KS27.3MShares$624 Million0.58% of portfolio
-
Northwestern Mutual Wealth Management CO7.72MShares$177 Million0.15% of portfolio