Donaldson Capital Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Donaldson Capital Management, LLC
- $2.57 Billion
- Q4 2024
A detailed history of Donaldson Capital Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Donaldson Capital Management, LLC holds 26,663 shares of SCHM stock, worth $704,969. This represents 0.03% of its overall portfolio holdings.
Number of Shares
26,663
Previous 8,735
205.24%
Holding current value
$704,969
Previous $725,000
1.79%
% of portfolio
0.03%
Previous 0.03%
Shares
14 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.57 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$756 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$266 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$201 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$198 Million2.94% of portfolio