Cape Investment Advisory, Inc. Schwab Strategic Tr Us Large C Transaction History
Cape Investment Advisory, Inc.
- $223 Billion
- Q2 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 73,959 shares of SCHG stock, worth $1.98 Million. This represents 3.35% of its overall portfolio holdings.
Number of Shares
73,959
Previous 74,952
1.32%
Holding current value
$1.98 Million
Previous $6.95 Billion
7.32%
% of portfolio
3.35%
Previous 3.25%
Shares
6 transactions
Others Institutions Holding SCHG
# of Institutions
1,279Shares Held
172MCall Options Held
87.6KPut Options Held
27.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$284 Million2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$267 Million0.36% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$261 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$243 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$120 Million14.61% of portfolio