Davidson Kahn Capital Management, LLC SCHB Holdings History
Davidson Kahn Capital Management, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Davidson Kahn Capital Management, LLC held 377,480.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $8.13 Mil. This investment constitutes 6.26% of their stock portfolio, and Davidson Kahn Capital Management, LLC now holds 0.03% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2024Q4. And since then Davidson Kahn Capital Management, LLC has made 1 purchases of SCHB, at an average price of $22.83, for a total of 377,480.00 shares. Based on historical transaction data and SCHB's current price of $24.16, Davidson Kahn Capital Management, LLC's estimated gain on his SCHB holdings is $502,262.20, reflecting a 5.83% gain to date.
Davidson Kahn Capital Management, LLC SCHB ($24.16) Holding Chart
Davidson Kahn Capital Management, LLC SCHB ($24.16) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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