Donaldson Capital Management »

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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Donaldson Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr cmn by Donaldson Capital Management

Quarter filed Position value Share count Share price at filing
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

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 Strategic Tr cmn

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Moneta Group Investment Advisors
Mariner Wealth Advisors
Wealth Enhancement Advisory Services
Gemmer Asset Management
Dodds Wealth
Savant Capital Management
LPL Financial
Mokosak Advisory Group
Rainey & Randall Investment Management

View all funds holding Schwab Strategic Tr cmn