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Capital Management Associates, Inc: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Management Associates, Inc on SCHB, newest first. How the timeline and the estimate are built.

Capital Management Associates, Inc held 1,789,502 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,789,502 shares
    Change vs previous 13F +3,940 shares

    10.42% of the 13F portfolio, value $51,823,972.

    13F-HR 0002008851-26-000004 filed by Capital Management Associates, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,785,562 shares
    Change vs previous 13F +6,013 shares

    10.13% of the 13F portfolio, value $44,817,601.

    13F-HR 0002008851-26-000002 filed by Capital Management Associates, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,779,549 shares
    Change vs previous 13F +2,065 shares

    10.32% of the 13F portfolio, value $46,677,563.

    13F-HR 0002008851-26-000001 filed by Capital Management Associates, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,777,484 shares
    Change vs previous 13F +2,343 shares

    12.35% of the 13F portfolio, value $45,699,115.

    13F-HR 0002008851-25-000002 filed by Capital Management Associates, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,775,141 shares
    Change vs previous 13F -1,752,141 shares

    13.4% of the 13F portfolio, value $42,301,612.

    13F-HR 0001085146-25-004085 filed by Capital Management Associates, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,527,282 shares
    Change vs previous 13F +1,828,084 shares

    17.2% of the 13F portfolio, value $75,942,380.

    13F-HR 0001085146-25-002468 filed by Capital Management Associates, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,699,198 shares
    Change vs previous 13F +1,134,449 shares

    14.46% of the 13F portfolio, value $38,571,789.

    13F-HR 0001085146-25-000527 filed by Capital Management Associates, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 564,749 shares
    Change vs previous 13F not available

    15.35% of the 13F portfolio, value $37,567,118.

    13F-HR 0001085146-24-005097 filed by Capital Management Associates, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).