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 $8.95 Million. This represents 6.26% of its overall portfolio holdings.
Number of Shares
377,480
Previous 299,846
25.89%
Holding current value
$8.95 Million
Previous $6.81 Billion
19.4%
% of portfolio
6.26%
Previous 6.27%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,295Shares Held
488MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.39 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$409 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$283 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$282 Million3.28% of portfolio
-
Evensky & Katz LLC9.02MShares$214 Million13.03% of portfolio