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Disclosery

Cape Investment Advisory, Inc.: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cape Investment Advisory, Inc. on SCHW, newest first. How the timeline and the estimate are built.

Cape Investment Advisory, Inc. held 21,492 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 21,492 shares
    Change vs previous 13F -2,437 shares

    0.54% of the 13F portfolio, value $2,100,662.

    13F-HR 0001944437-26-000005 filed by Cape Investment Advisory, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 23,929 shares
    Change vs previous 13F -1,323 shares

    0.59% of the 13F portfolio, value $2,207,968.

    13F-HR 0001944437-26-000004 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 25,252 shares
    Change vs previous 13F -1,220 shares

    0.79% of the 13F portfolio, value $2,373,213.

    13F-HR 0001944437-26-000002 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 26,472 shares
    Change vs previous 13F -74 shares

    0.81% of the 13F portfolio, value $2,644,845.

    13F-HR 0001944437-26-000001 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 26,546 shares
    Change vs previous 13F +503 shares

    2.49% of the 13F portfolio, value $2,534,347.

    13F-HR 0001944437-25-000006 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 26,043 shares
    Change vs previous 13F +1,165 shares

    0.87% of the 13F portfolio, value $2,376,208.

    13F-HR 0001944437-25-000005 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 24,878 shares
    Change vs previous 13F -775 shares

    0.78% of the 13F portfolio, value $1,947,413.

    13F-HR 0001944437-25-000002 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 25,653 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,898,575.

    13F-HR 0001944437-25-000001 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).