Capital Management Associates, Inc SCHB Holdings History
Capital Management Associates, Inc's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Capital Management Associates, Inc held 3.53 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $75.94 Mil. This investment constitutes 17.2% of their stock portfolio, and Capital Management Associates, Inc now holds 0.24% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2023Q4. And since then Capital Management Associates, Inc has made 3 purchases of SCHB, at an average price of $22.08, for a total of 3.53 Mil shares. In addition, there have been 1 sales at an average price of $58.05 for 840.00 shares. Based on historical transaction data and SCHB's current price of $24.23, Capital Management Associates, Inc's estimated gain on his SCHB holdings is $7.60 Mil, reflecting a 9.75% gain to date.
Capital Management Associates, Inc SCHB ($24.23) Holding Chart
Capital Management Associates, Inc SCHB ($24.23) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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