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Schwab U S Small Cap ETF shares owned by Donaldson Capital Management

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Donaldson Capital Management from 13F filings

Historical chart of Donaldson Capital Management investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Donaldson Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Donaldson Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $920k 18k 51.50
2024-06-30 $1.4M 30k 47.45
2024-03-31 $912k 19k 49.24
2023-12-31 $791k 17k 47.24
2023-09-30 $569k 14k 41.42

More positions owned by Donaldson Capital Management

Apple (AAPL)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Ishares Tr Blackrock Ultra (ICSH)
Abbvie (ABBV)
Accenture Plc Ireland Shs Class A (ACN)
Home Depot (HD)
Costco Wholesale Corporation (COST)
Lockheed Martin Corporation (LMT)
Exxon Mobil Corporation (XOM)
JPMorgan Chase & Co. (JPM)
Ishares Tr Ishares Semicdtr (SOXX)
Texas Instruments Incorporated (TXN)
UnitedHealth (UNH)
Allstate Corporation (ALL)

View all positions for Donaldson Capital Management

Top funds holding Schwab U S Small Cap ETF

Bank of America Corporation
Empower Advisory Group
Sei Investments
Goldman Sachs Group
International Assets Investment Management
Financial Engines Advisors L.L.C
Creative Planning
HPM Partners
Advisory Alpha
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Mariner Wealth Advisors
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services

View all funds holding Schwab U S Small Cap ETF