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Disclosery

Davis Capital Management: SCHG position timeline

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

Davis Capital Management held 79,732 SCHG 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 79,732 shares
    Change vs previous 13F +9,616 shares

    1.71% of the 13F portfolio, value $2,864,760.

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

  2. period ended2026-06-30
    13F 70,116 shares
    Change vs previous 13F +5,410 shares

    1.4% of the 13F portfolio, value $2,372,735.

    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 64,706 shares
    Change vs previous 13F +9,532 shares

    1.28% of the 13F portfolio, value $1,884,891.

    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 55,174 shares
    Change vs previous 13F +9,043 shares

    1.24% of the 13F portfolio, value $1,799,779.

    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 46,131 shares
    Change vs previous 13F +24,093 shares

    1.02% of the 13F portfolio, value $1,472,042.

    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 22,038 shares
    Change vs previous 13F +13,174 shares

    0.44% of the 13F portfolio, value $551,832.

    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 8,864 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $247,040.

    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).