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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$77.02 - $85.06 $18,946 - $20,924
-246 Reduced 2.8%
8,528 $721 Million
Q2 2024

Jul 31, 2024

SELL
$75.81 - $80.15 $23,880 - $25,247
-315 Reduced 3.47%
8,774 $682 Million
Q1 2024

May 02, 2024

BUY
$75.25 - $80.63 $51,019 - $54,667
678 Added 8.06%
9,089 $733 Million
Q4 2023

Jan 24, 2024

BUY
$66.9 - $76.32 $562,695 - $641,927
8,411 New
8,411 $640 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


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