Donaldson Capital Management »

Schwab U S Small Cap ETF shares owned by Donaldson Capital Management

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Donaldson Capital Management from 13F filings

Historical chart of Donaldson Capital Management investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF 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 U S Small Cap ETF by Donaldson Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $912k 19k 49.24
2023-12-31 $791k 17k 47.24
2023-09-30 $569k 14k 41.42

More positions owned by Donaldson Capital Management

Ishares Tr Blackrock Ultra (ICSH)
Microsoft Corporation (MSFT)
Apple (AAPL)
Broadcom (AVGO)
Abbvie (ABBV)
Accenture Plc Ireland Shs Class A (ACN)
Costco Wholesale Corporation (COST)
Allstate Corporation (ALL)
Home Depot (HD)
Exxon Mobil Corporation (XOM)
JPMorgan Chase & Co. (JPM)
Merck & Co (MRK)
Texas Instruments Incorporated (TXN)
Lockheed Martin Corporation (LMT)
Ishares Tr Ishares Semicdtr (SOXX)

View all positions for Donaldson Capital Management

Top funds holding Schwab U S Small Cap ETF

Charles Schwab Investment Advisory
Bank of America Corporation
Empower Advisory Group
Charles Schwab Investment Management
Sei Investments
Goldman Sachs Group
Financial Engines Advisors L.L.C
Creative Planning
Envestnet Asset Management
Advisory Alpha
HPM Partners
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF