Davis Capital Management Schwab Strategic U.S. Reit ETF Transaction History
Davis Capital Management
- $123 Billion
- Q4 2024
A detailed history of Davis Capital Management transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Davis Capital Management holds 92,215 shares of SCHH stock, worth $2.01 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
92,215
Previous 94,333
2.25%
Holding current value
$2.01 Million
Previous $2.19 Billion
11.15%
% of portfolio
1.58%
Previous 1.73%
Shares
7 transactions
Others Institutions Holding SCHH
# of Institutions
556Shares Held
177MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.18 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$621 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$530 Million0.5% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$167 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.23MShares$158 Million0.55% of portfolio