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Capital Management Associates, Inc: SCHD position timeline

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

Capital Management Associates, Inc held 23,138 SCHD 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 23,138 shares
    Change vs previous 13F -1,157 shares

    0.15% of the 13F portfolio, value $733,695.

    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 24,295 shares
    Change vs previous 13F -286 shares

    0.17% of the 13F portfolio, value $745,364.

    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 24,581 shares
    Change vs previous 13F -1,229 shares

    0.15% of the 13F portfolio, value $674,269.

    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 25,810 shares
    Change vs previous 13F +115 shares

    0.19% of the 13F portfolio, value $704,610.

    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 25,695 shares
    Change vs previous 13F -26,269 shares

    0.22% of the 13F portfolio, value $680,911.

    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 51,964 shares
    Change vs previous 13F +26,196 shares

    0.33% of the 13F portfolio, value $1,452,930.

    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 25,768 shares
    Change vs previous 13F +17,240 shares

    0.26% of the 13F portfolio, value $703,978.

    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 8,528 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $720,873.

    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).