Davis Capital Management’s Charles Schwab SCHW Stock Holding History

Davis Capital Management’s Portfolio SCHW Stock Details SCHW 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	$115K	Buy
2025 Q1	$110K	Hold
2024 Q4	$104K	Hold
2024 Q3	$91.3K	Buy
2024 Q2	$41K	Hold
2024 Q1	$40.4K	Hold
2023 Q4	$38.4K	Buy
2020 Q2	$19K	Hold
2020 Q1	$19K	Buy