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Schwab Strategic Tr us dividend eq shares owned by Capital Management Associates

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Capital Management Associates from 13F filings

Historical chart of Capital Management Associates investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Capital Management Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Capital Management Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $733k 9.1k 80.63
2023-12-31 $640k 8.4k 76.13

More positions owned by Capital Management Associates

Honeywell International (HON)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
General Mills (GIS)
Pimco Etf Tr 0-5 High Yield (HYS)
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)
Vanguard Index Fds Small Cp Etf (VB)
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McDonald's Corporation (MCD)
Boston Scientific Corporation (BSX)
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Vanguard Index Fds Mid Cap Etf (VO)
National Retail Properties (NNN)
Microsoft Corporation (MSFT)

View all positions for Capital Management Associates

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Charles Schwab Investment Advisory
Morgan Stanley
H D Vest Advisory Services
Bank of America Corporation
Ameriprise Financial
Sumitomo Life Insurance
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Wealthfront Advisers
Sontag Advisory
UBS Group
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding Schwab Strategic Tr us dividend eq