Capital Management Associates, Inc Schwab Us Aggregate Bond ETF Transaction History
Capital Management Associates, Inc
- $245 Billion
- Q3 2024
A detailed history of Capital Management Associates, Inc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Capital Management Associates, Inc holds 47,279 shares of SCHZ stock, worth $1.07 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
47,279Holding current value
$1.07 Million% of portfolio
0.92%Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
83MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
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Avantax Planning Partners, Inc.3.14MShares$71.3 Million5.37% of portfolio
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Charles Schwab Trust CO2.9MShares$65.9 Million12.11% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.7 Million17.53% of portfolio