Schwab Strategic Tr cmn shares owned by Donaldson Capital Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Donaldson Capital Management
from 13F filings
Historical chart of Donaldson Capital Management investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Donaldson Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $584k | 22k | 26.07 |
| 2024-09-30 | $560k | 7.0k | 80.37 |
| 2024-06-30 | $495k | 6.7k | 74.08 |
| 2019-12-31 | $210k | 3.5k | 60.14 |
| 2018-12-31 | $320k | 6.5k | 49.29 |
| 2018-09-30 | $734k | 13k | 56.05 |
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