Capital Management Associates, Inc Schwab Strategic Tr Us Broad M Transaction History
Capital Management Associates, Inc
- $267 Billion
- Q4 2024
A detailed history of Capital Management Associates, Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Capital Management Associates, Inc holds 1,699,198 shares of SCHB stock, worth $39.4 Million. This represents 14.46% of its overall portfolio holdings.
Number of Shares
1,699,198
Previous 564,749
200.88%
Holding current value
$39.4 Million
Previous $37.6 Billion
2.67%
% of portfolio
14.46%
Previous 15.35%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,261Shares Held
444MCall Options Held
365KPut Options Held
32.6K-
Brooklyn Fi, LLC New York, NY23.2MShares$537 Million2.87% of portfolio
-
Betterment LLC New York, NY17.8MShares$412 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$266 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$237 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$216 Million13.85% of portfolio