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Schwab Strategic Tr us lrg cap etf shares owned by Donaldson Capital Management

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Donaldson Capital Management from 13F filings

Historical chart of Donaldson Capital Management investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap 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 Strategic Tr us lrg cap etf by Donaldson Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $362k 14k 25.64

More positions owned by Donaldson Capital Management

Karman Hldgs Common Stock (KRMN)
Broadcom (AVGO)
Apple (AAPL)
Select Sector Spdr Tr State Street Com (XLC)
Abbvie (ABBV)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Ishares Tr Ishares Semicdtr (SOXX)
Ishares Tr Ultra Short Dur (ICSH)
Merck & Co (MRK)
Costco Wholesale Corporation (COST)
Morgan Stanley Com New (MS)
Raytheon Technologies Corp (RTX)
Eli Lilly & Co. (LLY)
Citigroup Com New (C)

View all positions for Donaldson Capital Management

Top funds holding Schwab Strategic Tr us lrg cap etf

Us Bancorp
Creative Planning
Moneta Group Investment Advisors
HBK Sorce Advisory
Northwestern Mutual Wealth Management Company
Sei Investments
Sage Financial
Captrust Financial Advisors
HPM Partners
Betterment
Diversified Enterprises
HighTower Advisors
Henderson Group
Koss-Olinger Consulting
Mariner Wealth Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf