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Schwab U S Broad Market ETF shares owned by Donaldson Capital Management

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Donaldson Capital Management from 13F filings

Historical chart of Donaldson Capital Management investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market 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 Broad Market ETF by Donaldson Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 43k 66.52
2024-06-30 $2.5M 40k 62.87
2024-03-31 $2.3M 37k 61.05
2023-12-31 $1.9M 33k 55.67
2023-09-30 $1.4M 27k 49.85

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 Broad Market ETF

Wealthfront Advisers
SCS Capital Management
Rebalance
Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HighTower Advisors
HB Wealth Management
Evergreen Advisors
Callan Capital
HT Partners
Hanson & Doremus Investment Management
Retirement Planning Group
BKD Wealth Advisors

View all funds holding Schwab U S Broad Market ETF