Capital Management Associates, Inc Schwab Strategic Tr Us Dividen Transaction History

Capital Management Associates, Inc

  • $267 Billion
  • Q4 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 25,768 shares of SCHD stock, worth $733,357. This represents 0.26% of its overall portfolio holdings.

Number of Shares
25,768
Previous 8,528 202.16%
Holding current value
$733,357
Previous $721 Million 2.34%
% of portfolio
0.26%
Previous 0.29%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$26.93 - $84.95 $464,273 - $1.46 Million
17,240 Added 202.16%
25,768 $704 Million
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

# of Institutions
1,944
Shares Held
825M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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