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Schwab U S Small Cap ETF shares owned by Capital Management Associates

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Capital Management Associates from 13F filings

Historical chart of Capital Management Associates investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF 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 U S Small Cap ETF by Capital Management Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $579k 21k 27.90
2025-06-30 $534k 21k 25.30
2025-03-31 $986k 42k 23.43
2024-12-31 $543k 21k 25.86
2024-09-30 $520k 10k 51.50
2024-03-31 $9.3k 439k 0.02
2023-12-31 $438k 188 2332.03

More positions owned by Capital Management Associates

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
General Mills (GIS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)
Pimco Etf Tr 0-5 High Yield (HYS)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Capital Group Core Balanced SHS (CGBL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Capital Management Associates

Top funds holding Schwab U S Small Cap ETF

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Wealth Enhancement Advisory Services
UBS Group
Advisory Alpha
HPM Partners
HighTower Advisors
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Vantagepoint Investment Advisers
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF