Davis Capital Management Schwab Us Aggregate Bond ETF Transaction History
Davis Capital Management
- $115 Billion
- Q2 2024
A detailed history of Davis Capital Management transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Davis Capital Management holds 3,218 shares of SCHZ stock, worth $147,416. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,218
Previous 3,150
2.16%
Holding current value
$147,416
Previous $143 Million
1.42%
% of portfolio
0.13%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding SCHZ
# of Institutions
604Shares Held
105MCall Options Held
600Put Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA32.2MShares$1.47 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.48MShares$205 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.59MShares$165 Million5.38% of portfolio
-
Capital Management Associates, Inc Minneapolis, MN3.45MShares$158 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.56MShares$117 Million0.03% of portfolio