Davis Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Davis Capital Management’s Portfolio SCHM Stock Details SCHM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$144K	Buy
2025 Q1	$127K	Hold
2024 Q4	$134K	Hold
2024 Q3	$134K	Sell
2024 Q2	$127K	Hold
2024 Q1	$133K	Sell
2023 Q4	$125K	Buy
2020 Q2	$153K	Sell
2020 Q1	$129K	Buy