Cape Investment Advisory, Inc.'s ownership history for SCHB

Cape Investment Advisory, Inc. currently holds 1.6M shares with a market value of $39.8M. It started holding SCHB on 2024-09-30. At its peak, it held 1.6M shares on 2026-03-31. Its highest holding value was $41.0M on 2025-12-31. At its lowest, it held 12.8K shares on 2025-09-30, with a value of $328.1K on 2025-09-30. In the recent 180 days, Cape Investment Advisory, Inc. has increased its shares by 1.6M. In the recent year, Cape Investment Advisory, Inc. has increased its shares by 25.0K.