Cape Investment Advisory, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Cape Investment Advisory, Inc.
- $256 Billion
- Q4 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 212,875 shares of SCHM stock, worth $5.41 Million. This represents 2.31% of its overall portfolio holdings.
Number of Shares
212,875
Previous 71,830
196.36%
Holding current value
$5.41 Million
Previous $5.97 Billion
1.17%
% of portfolio
2.31%
Previous 2.42%
Shares
8 transactions
Others Institutions Holding SCHM
# of Institutions
1,004Shares Held
284MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.51 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$726 Million0.77% of portfolio
-
Horizon Financial Services, LLC11.3MShares$287 Million9.97% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$256 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$193 Million0.18% of portfolio