Cape Investment Advisory »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
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

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

Jane Street
Charles Schwab Investment Management
Summit Asset Management
Kohmann Bosshard Financial Services
Souders Financial Advisors
Principle Wealth Partners
Advisor Group Holdings
Tradition Wealth Management
Stifel Financial
HighTower Advisors
First Merchants Bank, National Association
Asset Advisors Investment Management
Charles Schwab Trust
Citadel Advisors
Bank of America Corporation

View all funds holding Schwab Strategic Tr