Capital Management Associates Inc’s Charles Schwab SCHW Stock Holding History

Capital Management Associates Inc’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$336K	Sell
2025 Q2	$369K	Sell
2025 Q1	$638K	Buy
2024 Q4	$301K	Buy
2024 Q3	$234K	Buy
2024 Q2	$265K	Buy
2024 Q1	$249K	Buy
2023 Q4	$235K	Buy