Cape Investment Advisory, Inc. Schwab Strategic Tr 1000 Index Transaction History

Cape Investment Advisory, Inc.

$247 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 06, 2023	BUY	$41.08 - $44.27 $0 - $0	0 New	0 $1,000
Q2 2023 Oct 12, 2023	BUY	$38.96 - $42.79 $0 - $0	0 New	0 $1,000
Q1 2023 Oct 12, 2023	BUY	$36.64 - $40.44 $0 - $0	0 New	0 $1,000

Others Institutions Holding SCHK

# of Institutions

181

Shares Held

39.5M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

28.6M
Shares

$817 Million
3.25% of portfolio
Legacy Wealth Management, Inc

3.59M
Shares

$103 Million
12.87% of portfolio
Warwick Investment Management, Inc.

2.1M
Shares

$59.9 Million
27.6% of portfolio
Armstrong Advisory Group, Inc Needham, MA

1.27M
Shares

$36.3 Million
5.84% of portfolio
Waddell & Associates, LLC

963K
Shares

$27.5 Million
6.53% of portfolio

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