Davis Capital Management »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Davis Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $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)
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 aggregate b

Charles Schwab Investment Management
HPM Partners
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Capital Management Associates
Goldman Sachs Group
Rockbridge Investment Management, LCC
Wealth Enhancement Advisory Services
McAdam
HighTower Advisors
Charles Schwab Trust
Total Wealth Planning
Hengehold Capital Management
AlphaStar Capital Management
Kohmann Bosshard Financial Services

View all funds holding Schwab Strategic Tr us aggregate b