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Disclosery

Davis Capital Management: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Davis Capital Management on SCHB, newest first. How the timeline and the estimate are built.

Davis Capital Management held 877,543 SCHB shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 877,543 shares
    Change vs previous 13F +27,053 shares

    15.38% of the 13F portfolio, value $25,720,789.

    13F-HR 0001811806-26-000004 filed by Davis Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 850,490 shares
    Change vs previous 13F +14,871 shares

    14.58% of the 13F portfolio, value $24,630,194.

    13F-HR 0001811806-26-000003 filed by Davis Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 835,619 shares
    Change vs previous 13F +35,582 shares

    14.21% of the 13F portfolio, value $20,974,027.

    13F-HR 0001811806-26-000002 filed by Davis Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 800,037 shares
    Change vs previous 13F +12,487 shares

    14.44% of the 13F portfolio, value $20,984,964.

    13F-HR 0001811806-26-000001 filed by Davis Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 787,550 shares
    Change vs previous 13F +61,114 shares

    14.03% of the 13F portfolio, value $20,247,898.

    13F-HR 0001811806-25-000007 filed by Davis Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 726,436 shares
    Change vs previous 13F +36,906 shares

    12.47% of the 13F portfolio, value $15,640,159.

    13F-HR 0001811806-25-000004 filed by Davis Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 689,530 shares
    Change vs previous 13F not available

    12.75% of the 13F portfolio, value $15,652,324.

    13F-HR 0001811806-25-000003 filed by Davis Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).