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

Davidson Kahn Capital Management, LLC

  • $156 Billion
  • Q2 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 423,629 shares of SCHB stock, worth $10.7 Million. This represents 6.49% of its overall portfolio holdings.

Number of Shares
423,629
Previous 377,480 12.23%
Holding current value
$10.7 Million
Previous $8.13 Billion 24.51%
% of portfolio
6.49%
Previous 6.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
$19.1 - $23.83 $881,445 - $1.1 Million
46,149 Added 12.23%
423,629 $10.1 Billion
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
1,350
Shares Held
569M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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