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Capital Management Associates, Inc: SCHZ position timeline

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

Capital Management Associates, Inc held 59,891 SCHZ 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 59,891 shares
    Change vs previous 13F +612 shares

    0.28% of the 13F portfolio, value $1,385,274.

    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 59,279 shares
    Change vs previous 13F +409 shares

    0.31% of the 13F portfolio, value $1,376,465.

    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 58,870 shares
    Change vs previous 13F -349 shares

    0.3% of the 13F portfolio, value $1,375,800.

    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 59,219 shares
    Change vs previous 13F +2,738 shares

    0.38% of the 13F portfolio, value $1,389,870.

    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 56,481 shares
    Change vs previous 13F -55,333 shares

    0.42% of the 13F portfolio, value $1,312,623.

    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 111,814 shares
    Change vs previous 13F +9,917 shares

    0.59% of the 13F portfolio, value $2,589,628.

    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 101,897 shares
    Change vs previous 13F +54,618 shares

    0.87% of the 13F portfolio, value $2,313,051.

    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 47,279 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $2,246,687.

    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).