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Schwab Strategic Tr us aggregate b shares owned by Capital Management Associates

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Capital Management Associates from 13F filings

Historical chart of Capital Management Associates investment in Schwab Strategic Tr us aggregate b

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b 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 aggregate b by Capital Management Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $69k 3.4M 0.02
2023-12-31 $2.0M 235 8687.56

More positions owned by Capital Management Associates

Honeywell International (HON)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
General Mills (GIS)
Pimco Etf Tr 0-5 High Yield (HYS)
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)
Vanguard Index Fds Small Cp Etf (VB)
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)
McDonald's Corporation (MCD)
Boston Scientific Corporation (BSX)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Index Fds Mid Cap Etf (VO)
National Retail Properties (NNN)
Microsoft Corporation (MSFT)

View all positions for Capital Management Associates

Top funds holding Schwab Strategic Tr us aggregate b

Charles Schwab Investment Management
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Capital Management Associates
Ameriprise Financial
Financial Engines Advisors L.L.C
Rockbridge Investment Management, LCC
Envestnet Asset Management
Wealth Enhancement Advisory Services
Goldman Sachs Group
Resources Investment Advisors
McAdam
HighTower Advisors
Charles Schwab Trust
Total Wealth Planning

View all funds holding Schwab Strategic Tr us aggregate b