CMAI
SCHR

Capital Management Associates Inc’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Capital Management Associates Inc’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-8,967
Closed -$223K – 161
2026
Q1 		$223K Hold
8,967
– – 0.05% 143
2025
Q4 		$225K Buy
+8,967
New +$226K 0.05% 146

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Capital Management Associates Inc's SCHR Position: Q2 2026 in Review

Capital Management Associates Inc sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026, closing a stake of 8,967 shares — an estimated $223K sold.

Capital Management Associates Inc first reported a position in SCHR in Q4 2025 and held it in 2 quarters. The position peaked at $225K in Q4 2025. 402 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Capital Management Associates Inc reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Capital Management Associates Inc sold 8,967 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $223K.
  • Capital Management Associates Inc first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2025 and held it in 2 quarters.
  • Capital Management Associates Inc's Schwab Intermediately-Term US Treasury ETF position peaked at $225K in Q4 2025.
  • 402 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Capital Management Associates Inc's 13F filing for Q2 2026, filed 22 Jul 2026.