Donaldson Capital Management, LLC Schwab Strategic Tr Us Small C Transaction History
Donaldson Capital Management, LLC
- $2.89 Billion
- Q3 2025
A detailed history of Donaldson Capital Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Donaldson Capital Management, LLC holds 40,597 shares of SCHA stock, worth $1.11 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
40,597
Previous 40,005
1.48%
Holding current value
$1.11 Million
Previous $1.01 Million
11.86%
% of portfolio
0.04%
Previous 0.04%
Shares
9 transactions
Others Institutions Holding SCHA
# of Institutions
1,325Shares Held
260MCall Options Held
104KPut Options Held
2.1K-
Empower Advisory Group, LLC Greenwood Village, CO34.2MShares$938 Million2.66% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$474 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA14.7MShares$403 Million0.46% of portfolio
-
Personal Capital Advisors Corp10.5MShares$289 Million2.07% of portfolio
-
Northwestern Mutual Wealth Management CO5.24MShares$144 Million0.1% of portfolio