Davis Capital Management SCHG Holdings History
Davis Capital Management's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Davis Capital Management held 22,038.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $551,830.00. This investment constitutes 0.44% of their stock portfolio, and Davis Capital Management now holds 0% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2024Q2. And since then Davis Capital Management has made 4 purchases of SCHG, at an average price of $32.00, for a total of 22,038.00 shares. Based on historical transaction data and SCHG's current price of $29.74, Davis Capital Management's estimated gain on his SCHG holdings is $-49,838.52, reflecting a -7.07% gain to date.
Davis Capital Management SCHG ($29.74) Holding Chart
Davis Capital Management SCHG ($29.74) 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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