Schwab U S Large Cap Growth ETF shares owned by Donaldson Capital Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Donaldson Capital Management
from 13F filings
Historical chart of Donaldson Capital Management investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Donaldson Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 590k | 31.91 |
| 2025-06-30 | $17M | 577k | 29.21 |
| 2025-03-31 | $12M | 485k | 25.04 |
| 2024-12-31 | $13M | 465k | 27.87 |
| 2024-09-30 | $6.0M | 57k | 104.18 |
| 2024-06-30 | $5.7M | 57k | 100.84 |
| 2024-03-31 | $4.4M | 47k | 92.72 |
| 2023-12-31 | $3.4M | 41k | 82.96 |
| 2023-09-30 | $2.8M | 38k | 72.72 |
| 2023-06-30 | $651k | 8.7k | 74.95 |
| 2023-03-31 | $506k | 7.8k | 65.17 |
| 2022-12-31 | $325k | 5.8k | 55.56 |
| 2022-09-30 | $326k | 5.8k | 55.80 |
| 2022-06-30 | $339k | 5.8k | 58.03 |
| 2022-03-31 | $437k | 5.8k | 74.80 |
| 2021-12-31 | $485k | 3.0k | 163.69 |
| 2021-09-30 | $426k | 2.9k | 147.97 |
| 2021-06-30 | $420k | 2.9k | 145.88 |
| 2021-03-31 | $379k | 2.9k | 129.66 |
| 2020-12-31 | $375k | 2.9k | 128.29 |
| 2020-09-30 | $337k | 2.9k | 115.29 |
| 2020-06-30 | $297k | 2.9k | 101.61 |
| 2020-03-31 | $233k | 2.9k | 79.71 |
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