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 10,937 shares of SCHX stock, worth $250,676. This represents 0.32% of its overall portfolio holdings.

Number of Shares
10,937
Previous 11,034 0.88%
Holding current value
$250,676
Previous $685 Million 2.62%
% of portfolio
0.32%
Previous 0.32%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,332
Shares Held
460M
Call Options Held
24.7K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
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