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Schwab U S Broad Market ETF shares owned by Capital Management Associates

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Capital Management Associates from 13F filings

Historical chart of Capital Management Associates investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market 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 Broad Market ETF by Capital Management Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $46M 1.8M 25.71
2025-06-30 $42M 1.8M 23.83
2025-03-31 $76M 3.5M 21.53
2024-12-31 $39M 1.7M 22.70
2024-09-30 $38M 565k 66.52
2023-12-31 $31M 840 36482.70

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 Broad Market ETF

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View all funds holding Schwab U S Broad Market ETF