Cape Investment Advisory, Inc. Schwab Strategic Tr Mun Bd ETF Transaction History
Cape Investment Advisory, Inc.
- $274 Billion
- Q2 2025
A detailed history of Cape Investment Advisory, Inc. transactions in Schwab Strategic Tr Mun Bd ETF stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 510 shares of SCMB stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
510
Previous 507
0.59%
Holding current value
$0
Previous $12.9 Million
0.05%
% of portfolio
0.0%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCMB
# of Institutions
111Shares Held
64.3MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA52.6MShares$00.0% of portfolio
-
Jones Financial Companies Lllp2.95MShares$00.0% of portfolio
-
Fort Point Capital Partners LLC San Francisco, CA1.24MShares$00.0% of portfolio
-
Pallas Capital Advisors LLC Braintree, MA756KShares$00.0% of portfolio
-
Charles Schwab Trust CO733KShares$00.0% of portfolio