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
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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 |
|---|---|---|---|
| 2025-09-30 | $705k | 26k | 27.30 |
| 2025-06-30 | $681k | 26k | 26.50 |
| 2025-03-31 | $1.5M | 52k | 27.96 |
| 2024-12-31 | $704k | 26k | 27.32 |
| 2024-09-30 | $721k | 8.5k | 84.53 |
| 2024-06-30 | $682k | 8.8k | 77.76 |
| 2024-03-31 | $733k | 9.1k | 80.63 |
| 2023-12-31 | $640k | 8.4k | 76.13 |
More positions owned by Capital Management Associates
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Top funds holding Schwab Strategic Tr us dividend eq
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