Schwab Strategic Tr shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory investment in Schwab Strategic Tr
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr 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 by Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $935k | 40k | 23.57 |
| 2024-03-31 | $751k | 31k | 24.26 |
| 2023-12-31 | $652k | 27k | 24.59 |
| 2023-09-30 | $3.5k | 150 | 23.00 |
| 2023-06-30 | $3.6k | 150 | 23.94 |
| 2023-03-31 | $3.5k | 150 | 23.63 |