Schwab Strategic Tr us dividend eq shares owned by Donaldson Capital Management
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Donaldson Capital Management
from 13F filings
Historical chart of Donaldson Capital Management investment in Schwab Strategic Tr us dividend eq
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All positions including Schwab Strategic Tr us dividend eq 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 Strategic Tr us dividend eq by Donaldson Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.0M | 83k | 84.53 |
| 2024-06-30 | $6.4M | 83k | 77.76 |
| 2024-03-31 | $6.6M | 82k | 80.63 |
| 2023-12-31 | $8.0M | 105k | 76.13 |
| 2023-09-30 | $4.5M | 63k | 70.76 |
More positions owned by Donaldson Capital Management
Home Depot (HD)
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