Cape Investment Advisory, Inc.
Position in SCMB — Schwab Municipal Bond ETF
CIK 1944437
MCDONOUGH, GA
All Filings in SCMB
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SCMB | $289,299 | 11,354 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 SCMB | $200,773 | 7,794 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 SCMB | $12,841 | 510 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 SCMB | $12,862 | 507 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 SCMB | $12,942 | 504 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||