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Schwab Strategic Tr shares owned by Donaldson Capital Management

Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by Donaldson Capital Management from 13F filings

Historical chart of Donaldson Capital Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 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 by Donaldson Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $927k 18k 52.53
2024-06-30 $563k 11k 51.40

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

Charles Schwab Investment Management
Pallas Capital Advisors
Charles Schwab Trust
Wedmont Private Capital
Bank of America Corporation
Beaird Harris Wealth Management
Garrett Investment Advisors
Adviser Investments
Myecfo
Jpmorgan Chase & Co
Envestnet Asset Management
O'rourke & Company
VanderPol Investments
Jane Street
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr