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Charles Schwab Corporation shares owned by Capital Management Associates

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Capital Management Associates from 13F filings

Historical chart of Capital Management Associates investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Capital Management Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Capital Management Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $234k 3.6k 64.81
2024-06-30 $265k 3.6k 73.68
2024-03-31 $249k 3.4k 72.34
2023-12-31 $235k 3.4k 68.81

More positions owned by Capital Management Associates

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
General Mills (GIS)
Pimco Etf Tr 0-5 High Yield (HYS)
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Apple (AAPL)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Microsoft Corporation (MSFT)
Strategic Trust Running Gwth Etf (RUNN)

View all positions for Capital Management Associates

Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
Vanguard Group
BlackRock
Dodge & Cox
T. Rowe Price Associates
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Harris Associates L.P
Franklin Resources
Bank of America Corporation
Fisher Investments
Artisan Partners Limited Partnership
Alliancebernstein

View all funds holding Charles Schwab Corporation