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 $238,698. This represents 0.29% of its overall portfolio holdings.
Number of Shares
8,528
Previous 8,774
2.8%
Holding current value
$238,698
Previous $682 Million
5.65%
% of portfolio
0.29%
Previous 0.41%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,784Shares Held
333MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$258 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$250 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio