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
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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 |
|---|---|---|---|
| 2025-09-30 | $1.8M | 72k | 25.61 |
| 2025-06-30 | $1.1M | 42k | 25.18 |
| 2025-03-31 | $1.1M | 42k | 25.37 |
| 2024-12-31 | $1.1M | 42k | 25.68 |
| 2024-09-30 | $927k | 18k | 52.53 |
| 2024-06-30 | $563k | 11k | 51.40 |
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