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Schwab Strategic Tr sht tm us tres shares owned by Davis Capital Management

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Davis Capital Management from 13F filings

Historical chart of Davis Capital Management investment in Schwab Strategic Tr sht tm us tres

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr sht tm us tres 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 sht tm us tres by Davis Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $55k 1.1k 48.98
2024-06-30 $62k 1.3k 47.93
2024-03-31 $66k 1.4k 47.96
2023-12-31 $67k 1.4k 48.45
2020-06-30 $128k 2.5k 51.74
2020-03-31 $129k 2.5k 51.74

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)
Apple Stock (AAPL)
Vanguard Total Stock Market Etf Etf (VTI)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Allstate Corp Stock (ALL)
Bank New York Mellon Corp Stock (BK)
Schwab U.s. Reit Etf Etf (SCHH)
Republic Svcs Stock (RSG)
Amazon Stock (AMZN)
Microsoft Corp Stock (MSFT)
Coca Cola Stock (KO)
Southern Stock (SO)

View all positions for Davis Capital Management

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Jpmorgan Chase & Co
Jane Street
Sei Investments
Stifel Financial
Envestnet Asset Management
Wealthfront Advisers
Morningstar Investment Management
LPL Financial
State Street Corporation
Morgan Stanley
Renaissance Technologies
Pnc Financial Services
SCS Capital Management
MCF Advisors

View all funds holding Schwab Strategic Tr sht tm us tres