Capital Management Associates, Inc Schwab Strategic Tr Us Dividen Transaction History
Capital Management Associates, Inc
- $245 Billion
- Q3 2024
A detailed history of Capital Management Associates, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Capital Management Associates, Inc holds 8,528 shares of SCHD stock, worth $230,938. This represents 0.29% of its overall portfolio holdings.
Number of Shares
8,528
Previous 8,774
2.8%
Holding current value
$230,938
Previous $682 Million
5.65%
% of portfolio
0.29%
Previous 0.41%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$312 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$250 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$242 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$230 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$201 Million0.05% of portfolio