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Schwab Strategic Tr cmn shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $14M 200k 70.10
2023-09-30 $13M 200k 64.46
2023-06-30 $13M 200k 67.09
2023-03-31 $13M 197k 65.58

More positions owned by Cape Investment Advisory

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Chevron Corporation (CVX)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Cape Investment Advisory

Top funds holding Schwab Strategic Tr cmn

Mather Group
Advisor Group Holdings
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services
Mariner Wealth Advisors
Betterment
Savant Capital Management
Gemmer Asset Management
Krilogy Financial
Rainey & Randall Investment Management
Financial Advisors
HighTower Advisors
Mokosak Advisory Group
Focus Financial Network
Moneta Group Investment Advisors

View all funds holding Schwab Strategic Tr cmn