Capital Management Associates, Inc Schwab Strategic Tr Us Broad M Transaction History
Capital Management Associates, Inc
- $267 Billion
- Q4 2024
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 1,699,198 shares of SCHB stock, worth $39.7 Million. This represents 14.46% of its overall portfolio holdings.
Number of Shares
1,699,198
Previous 564,749
200.88%
Holding current value
$39.7 Million
Previous $37.6 Billion
2.67%
% of portfolio
14.46%
Previous 15.35%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,200Shares Held
279MCall Options Held
191KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$481 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$209 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$199 Million30.52% of portfolio
-
Hb Wealth Management, LLC6.51MShares$152 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio