Cape Investment Advisory, Inc.
Position in SCHJ — Schwab 1-5 Year Corporate Bond ETF
CIK 1944437
MCDONOUGH, GA
All Filings in SCHJ
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SCHJ | $8,412,582 | 340,246 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 SCHJ | $8,078,381 | 324,433 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 SCHJ | $4,553,900 | 183,551 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 SCHJ | $4,417,459 | 179,280 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 SCHJ | $4,319,371 | 177,205 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 SCHJ | — | 60,024 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 SCHJ | — | 29,830 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 SCHJ | — | 5,264 | Shares | Sole | 2024-06-21 | |
| 2023-12-31 SCHJ | — | 5,257 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 SCHJ | — | 3,582 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 SCHJ | — | 3,576 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 SCHJ | — | 3,871 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||