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Disclosery

Davis Capital Management: SCHZ position timeline

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

Davis Capital Management held 8,957 SCHZ 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 8,957 shares
    Change vs previous 13F +1,512 shares

    0.12% of the 13F portfolio, value $197,957.

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

  2. period ended2026-06-30
    13F 7,445 shares
    Change vs previous 13F +514 shares

    0.1% of the 13F portfolio, value $172,196.

    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 6,931 shares
    Change vs previous 13F +405 shares

    0.11% of the 13F portfolio, value $160,941.

    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 6,526 shares
    Change vs previous 13F +73 shares

    0.1% of the 13F portfolio, value $152,515.

    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 6,453 shares
    Change vs previous 13F -318 shares

    0.1% of the 13F portfolio, value $151,455.

    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 6,771 shares
    Change vs previous 13F +349 shares

    0.13% of the 13F portfolio, value $156,807.

    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 6,422 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $145,782.

    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).