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Schwab Strategic Tr intrm trm shares owned by Capital Management Associates

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Capital Management Associates from 13F filings

Historical chart of Capital Management Associates investment in Schwab Strategic Tr intrm trm

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr intrm trm 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 intrm trm by Capital Management Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $225k 9.0k 25.08

More positions owned by Capital Management Associates

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

View all positions for Capital Management Associates

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Ameriprise Financial
Stifel Financial
Jpmorgan Chase & Co
Exchange Traded Concepts
Cornerstone Wealth Advisors
Moisand Fitzgerald Tamayo
Envestnet Asset Management
Pacific Sage Partners
State Street Corporation
Resonant Capital Advisors
Crane Advisory
Wealth Enhancement Advisory Services
HPM Partners

View all funds holding Schwab Strategic Tr intrm trm