Davis Capital Management SCHB Holdings History
Davis Capital Management's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Davis Capital Management held 726,436.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $15.64 Mil. This investment constitutes 12.47% of their stock portfolio, and Davis Capital Management now holds 0.05% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2020Q1. And since then Davis Capital Management has made 7 purchases of SCHB, at an average price of $29.71, for a total of 726,436.00 shares. Based on historical transaction data and SCHB's current price of $23.39, Davis Capital Management's estimated gain on his SCHB holdings is $-4.59 Mil, reflecting a -21.28% gain to date.
Davis Capital Management SCHB ($23.39) Holding Chart
Davis Capital Management SCHB ($23.39) 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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