Davidson Kahn Capital Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Davidson Kahn Capital Management, LLC

  • $130 Billion
  • Q1 2025

A detailed history of Davidson Kahn Capital Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Davidson Kahn Capital Management, LLC holds 377,480 shares of SCHB stock, worth $8.06 Million. This represents 6.26% of its overall portfolio holdings.

Number of Shares
377,480
Previous 299,846 25.89%
Holding current value
$8.06 Million
Previous $6.81 Billion 19.4%
% of portfolio
6.26%
Previous 6.27%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$21.23 - $23.75 $1.65 Million - $1.84 Million
77,634 Added 25.89%
377,480 $8.13 Billion
Q4 2024

Feb 14, 2025
BUY
$22.01 - $66.82 $6.6 Million - $20 Million
299,846 New
299,846 $6.81 Billion

Others Institutions Holding SCHB

# of Institutions
1,279
Shares Held
481M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Davidson Kahn Capital Management, LLC Portfolio

Follow Davidson Kahn Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Davidson Kahn Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Davidson Kahn Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email