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Schwab Strategic Tr us aggregate b shares owned by Davis Capital Management

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Davis Capital Management from 13F filings

Historical chart of Davis Capital Management investment in Schwab Strategic Tr us aggregate b

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b 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 aggregate b by Davis Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $155k 3.3k 47.52
2024-06-30 $146k 3.2k 45.20
2024-03-31 $143k 3.2k 45.53
2023-12-31 $144k 3.1k 46.62
2020-06-30 $626k 11k 56.23
2020-03-31 $606k 11k 54.24

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 us aggregate b

Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Charles Schwab Trust
Rockbridge Investment Management, LCC
Financial Engines Advisors L.L.C
Envestnet Asset Management
Wealth Enhancement Advisory Services
Goldman Sachs Group
Total Wealth Planning
Resources Investment Advisors
McAdam
HighTower Advisors
Theory Financial
Kohmann Bosshard Financial Services
YCMNET Advisors

View all funds holding Schwab Strategic Tr us aggregate b