Capital Management Associates, Inc Schwab Strategic Tr Us Large C Transaction History
Capital Management Associates, Inc
- $267 Billion
- Q4 2024
A detailed history of Capital Management Associates, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Capital Management Associates, Inc holds 75,741 shares of SCHX stock, worth $1.81 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
75,741
Previous 24,905
204.12%
Holding current value
$1.81 Million
Previous $1.69 Billion
3.9%
% of portfolio
0.66%
Previous 0.69%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,380Shares Held
496MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$666 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$611 Million18.81% of portfolio
-
Sage Financial Group Inc24.9MShares$594 Million46.39% of portfolio
-
Us Bancorp \De\20.6MShares$492 Million1.81% of portfolio
-
Campbell Wealth Management15.8MShares$377 Million32.92% of portfolio