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Disclosery

Davis Capital Management: SCHW position timeline

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

Davis Capital Management held 2,792 SCHW 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 2,792 shares
    Change vs previous 13F +79 shares

    0.16% of the 13F portfolio, value $272,890.

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

  2. period ended2026-06-30
    13F 2,713 shares
    Change vs previous 13F +1,695 shares

    0.15% of the 13F portfolio, value $250,329.

    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 1,018 shares
    Change vs previous 13F -130 shares

    0.06% of the 13F portfolio, value $95,672.

    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 1,148 shares
    Change vs previous 13F -60 shares

    0.08% of the 13F portfolio, value $114,697.

    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 1,208 shares
    Change vs previous 13F -200 shares

    0.08% of the 13F portfolio, value $115,328.

    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 1,408 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $110,218.

    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 1,408 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $104,206.

    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).