Cape Investment Advisory, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Cape Investment Advisory, Inc.
- $247 Billion
- Q3 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 71,830 shares of SCHM stock, worth $2.02 Million. This represents 2.42% of its overall portfolio holdings.
Number of Shares
71,830
Previous 70,587
1.76%
Holding current value
$2.02 Million
Previous $5.49 Billion
8.64%
% of portfolio
2.42%
Previous 2.47%
Shares
7 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$728 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$276 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$202 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$91.5 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66.6 Million0.18% of portfolio