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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
2024-06-30 $682k 8.8k 77.76
2024-03-31 $733k 9.1k 80.63
2023-12-31 $640k 8.4k 76.13

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
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)
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Vanguard Index Fds Small Cp Etf (VB)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Strategic Trust Running Gwth Etf (RUNN)
Vanguard Index Fds Mid Cap Etf (VO)
National Retail Properties (NNN)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Capital Management Associates

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
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Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq