Cape Investment Advisory, Inc. Schwab Strategic Tr Us Emergin Transaction History
Cape Investment Advisory, Inc.
- $223 Billion
- Q2 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 130,947 shares of SCHE stock, worth $3.73 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
130,947
Previous 128,010
2.29%
Holding current value
$3.73 Million
Previous $3.23 Billion
7.6%
% of portfolio
1.56%
Previous 1.51%
Shares
6 transactions
Others Institutions Holding SCHE
# of Institutions
770Shares Held
239MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.82 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS21.2MShares$604 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$557 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$207 Million0.3% of portfolio
-
Us Bancorp \De\3.81MShares$108 Million0.14% of portfolio