Capital Management Associates Inc’s Schwab US Large- Cap ETF SCHX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.77M	Buy	60,180 +43	+0.1%	+$1.23K	0.36%	45
2026 Q1	$1.54M	Buy	60,137 +49	+0.1%	+$1.31K	0.35%	45
2025 Q4	$1.62M	Sell	60,088 -12,728	-17%	-$340K	0.36%	43
2025 Q3	$1.92M	Sell	72,816 -3,121	-4%	-$79.3K	0.52%	28
2025 Q2	$1.86M	Sell	75,937 -75,745	-50%	-$1.71M	0.59%	26
2025 Q1	$3.35M	Buy	151,682 +75,941	+100%	+$1.77M	0.76%	21
2024 Q4	$1.76M	Buy	75,741 +1,026	+1%	+$23.9K	0.66%	26
2024 Q3	$1.69M	Buy	+74,715	New	+$1.63M	0.69%	23
2024 Q1	–	Sell	-1,008	Closed	-$1.4M	–	91
2023 Q4	$1.4M	Buy	+1,008	New	+$17.7K	0.83%	20

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

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

Capital Management Associates Inc increased its Schwab US Large- Cap ETF (SCHX) stake by 0.07% in Q2 2026, buying an estimated $1.23K and bringing the position to 60,180 shares worth $1.77M. The position accounts for 0.36% of the portfolio, ranked #45.

Capital Management Associates Inc first reported a position in SCHX in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.35M in Q1 2025. 522 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Capital Management Associates Inc held 60,180 shares of Schwab US Large- Cap ETF worth $1.77M as of Q2 2026.
Capital Management Associates Inc bought 43 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.23K.
Schwab US Large- Cap ETF made up 0.36% of Capital Management Associates Inc's portfolio in Q2 2026, its #45 holding.
Capital Management Associates Inc first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 9 quarters since.
Capital Management Associates Inc's Schwab US Large- Cap ETF position peaked at $3.35M in Q1 2025.
522 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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