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Schwab Strategic Tr shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) 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
2025-12-31 $201k 7.8k 25.76
2025-06-30 $13k 510 25.19
2025-03-31 $13k 507 25.36
2024-12-31 $13k 504 25.66

More positions owned by Cape Investment Advisory

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)

View all positions for Cape Investment Advisory

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Jones Financial Companies, L.L
Streettalk Advisors
Charles Schwab Trust
Jpmorgan Chase & Co
Pallas Capital Advisors
Fort Point Capital Partners
United Capital Financial Advisers
Wedmont Private Capital
Wealth Enhancement Advisory Services
Garrett Investment Advisors
Adviser Investments
Mml Investors Services
Beaird Harris Wealth Management
Perigon Wealth Management

View all funds holding Schwab Strategic Tr