Cape Investment Advisory, Inc. Schwab Strategic Tr Mun Bd ETF Transaction History
Cape Investment Advisory, Inc.
- $251 Billion
- Q1 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 507 shares of SCMB stock, worth $0. This represents 0.01% of its overall portfolio holdings.
Number of Shares
507
Previous 504
0.6%
Holding current value
$0
Previous $12.9 Million
0.6%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCMB
# of Institutions
92Shares Held
10.2MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp2.58MShares$00.0% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.17MShares$00.0% of portfolio
-
Pallas Capital Advisors LLC Braintree, MA669KShares$00.0% of portfolio
-
Fort Point Capital Partners LLC San Francisco, CA653KShares$00.0% of portfolio
-
Wedmont Private Capital574KShares$00.0% of portfolio