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

Cape Investment Advisory, Inc. currently holds 184.1K shares with a market value of $5.6M. It started holding SCHD on 2024-09-30. At its peak, it held 184.1K shares on 2026-03-31. Its highest holding value was $5.6M on 2026-03-31. At its lowest, it held 4.4K shares on 2025-09-30, with a value of $121.4K on 2025-09-30. In the recent 180 days, Cape Investment Advisory, Inc. has increased its shares by 179.7K. In the recent year, Cape Investment Advisory, Inc. has increased its shares by 18.1K.