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Schwab Strategic Tr us dividend eq shares owned by Davis Capital Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Davis Capital Management from 13F filings

Historical chart of Davis Capital Management investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Davis Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Davis Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.9M 111k 80.14
2023-12-31 $8.2M 108k 76.13
2020-06-30 $1.7M 33k 51.74
2020-03-31 $1.4M 32k 44.98

More positions owned by Davis Capital Management

Schwab U.s. Broad Market Etf Etf (SCHB)
Schwab Us Dividend Equity Etf Etf (SCHD)
Schwab International Equity Etf Etf (SCHF)
Schwab U.s. Small-cap Etf Etf (SCHA)
Vanguard Total Stock Market Etf Etf (VTI)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Apple Stock (AAPL)
Allstate Corp Stock (ALL)
Republic Svcs Stock (RSG)
Amazon Stock (AMZN)
Dow Stock (DOW)
Schwab U.s. Reit Etf Etf (SCHH)
Bank New York Mellon Corp Stock (BK)
Union Pac Corp Stock (UNP)
Visa Inc Com Cl A Stock (V)

View all positions for Davis Capital Management

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation
Charles Schwab Investment Advisory
H D Vest Advisory Services
Sumitomo Life Insurance
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
UBS Group
Royal Bank of Canada
Commonwealth Equity Services
Advisor Group Holdings
Orgel Wealth Management
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq