Davidson Kahn Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.1M Buy
423,629
+46,149
+12% +$1.1M 6.49% 5
2025
Q1
$8.13M Buy
377,480
+77,634
+26% +$1.67M 6.26% 5
2024
Q4
$6.81M Buy
+299,846
New +$6.81M 6.27% 4