Capital Management Associates, Inc Schwab Strategic Tr Us Broad M Transaction History

Capital Management Associates, Inc

  • $316 Billion
  • Q2 2025

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 1,775,141 shares of SCHB stock, worth $43.5 Million. This represents 13.4% of its overall portfolio holdings.

Number of Shares
1,775,141
Previous 3,527,282 49.67%
Holding current value
$43.5 Million
Previous $75.9 Billion 44.3%
% of portfolio
13.4%
Previous 17.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
$19.1 - $23.83 $33.5 Million - $41.8 Million
-1,752,141 Reduced 49.67%
1,775,141 $42.3 Billion
Q1 2025

Apr 29, 2025
BUY
$21.23 - $23.75 $38.8 Million - $43.4 Million
1,828,084 Added 107.59%
3,527,282 $75.9 Billion
Q4 2024

Jan 28, 2025
BUY
$22.01 - $66.82 $25 Million - $75.8 Million
1,134,449 Added 200.88%
1,699,198 $38.6 Billion
Q3 2024

Oct 23, 2024
BUY
$59.93 - $66.52 $33.8 Million - $37.6 Million
564,749 New
564,749 $37.6 Billion
Q4 2023

Jan 24, 2024
BUY
$47.61 - $55.91 $39,992 - $46,964
840 New
840 $30.6 Billion

Others Institutions Holding SCHB

# of Institutions
1,341
Shares Held
494M
Call Options Held
350K
Put Options Held
28.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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