Cape Investment Advisory, Inc. Schwab Strategic Tr Us Large C Transaction History

Cape Investment Advisory, Inc.

  • $102 Billion
  • Q3 2025

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 24 shares of SCHX stock, worth $636. This represents 0.0% of its overall portfolio holdings.

Number of Shares
24
Previous 25,407 99.91%
Holding current value
$636
Previous $621 Million 99.9%
% of portfolio
0.0%
Previous 0.23%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Dec 29, 2025
SELL
$24.46 - $26.5 $620,868 - $672,649
-25,383 Reduced 99.91%
24 $644,000
Q2 2025

Aug 19, 2025
SELL
$19.6 - $24.44 $4,370 - $5,450
-223 Reduced 0.87%
25,407 $621 Million
Q1 2025

May 16, 2025
SELL
$21.75 - $24.28 $62,096 - $69,319
-2,855 Reduced 10.02%
25,630 $566 Million
Q4 2024

Feb 05, 2025
BUY
$22.4 - $68.28 $392,537 - $1.2 Million
17,524 Added 159.88%
28,485 $660 Million
Q3 2024

Nov 14, 2024
BUY
$61.11 - $67.85 $1,466 - $1,628
24 Added 0.22%
10,961 $744 Million
Q2 2024

Aug 14, 2024
SELL
$58.7 - $64.78 $5,693 - $6,283
-97 Reduced 0.88%
10,937 $703 Million
Q1 2024

Jun 21, 2024
SELL
$55.41 - $62.08 $89,099 - $99,824
-1,608 Reduced 12.72%
11,034 $685 Million
Q4 2023

Feb 12, 2024
BUY
$48.47 - $56.6 $25,107 - $29,318
518 Added 4.27%
12,642 $713 Million
Q3 2023

Nov 06, 2023
SELL
$50.36 - $54.21 $20,093 - $21,629
-399 Reduced 3.19%
12,124 $613 Million
Q2 2023

Oct 12, 2023
SELL
$47.67 - $52.37 $17,876 - $19,638
-375 Reduced 2.91%
12,523 $656 Million
Q1 2023

Oct 12, 2023
BUY
$44.78 - $49.41 $577,572 - $637,290
12,898 New
12,898 $624 Million

Others Institutions Holding SCHX

# of Institutions
1,633
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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