Capital Management Associates, Inc Schwab Us Aggregate Bond ETF Transaction History
Capital Management Associates, Inc
- $267 Billion
- Q4 2024
A detailed history of Capital Management Associates, Inc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Capital Management Associates, Inc holds 101,897 shares of SCHZ stock, worth $2.34 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
101,897
Previous 47,279
115.52%
Holding current value
$2.34 Million
Previous $2.25 Billion
2.95%
% of portfolio
0.87%
Previous 0.92%
Shares
4 transactions
Others Institutions Holding SCHZ
# of Institutions
681Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$269 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$198 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$150 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$144 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio