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Schwab Strategic Tr us dividend eq shares owned by Donaldson Capital Management

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

Historical chart of Donaldson Capital Management investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq 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 dividend eq by Donaldson Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.6M 82k 80.63
2023-12-31 $8.0M 105k 76.13
2023-09-30 $4.5M 63k 70.76

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 Strategic Tr us dividend eq

LPL Financial
Charles Schwab Investment Advisory
Morgan Stanley
H D Vest Advisory Services
Bank of America Corporation
Ameriprise Financial
Sumitomo Life Insurance
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Wealthfront Advisers
Sontag Advisory
UBS Group
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding Schwab Strategic Tr us dividend eq