Donaldson Capital Management, LLC Schwab Strategic Tr Us Small C Transaction History

Donaldson Capital Management, LLC

  • $2.59 Billion
  • Q3 2024

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 17,860 shares of SCHA stock, worth $482,934. This represents 0.04% of its overall portfolio holdings.

Number of Shares
17,860
Previous 30,355 41.16%
Holding current value
$482,934
Previous $1.44 Million 36.18%
% of portfolio
0.04%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
SELL
$46.9 - $51.96 $586,015 - $649,240
-12,495 Reduced 41.16%
17,860 $919,000
Q2 2024

Jul 31, 2024
BUY
$45.24 - $49.04 $535,143 - $580,094
11,829 Added 63.85%
30,355 $1.44 Million
Q1 2024

Apr 22, 2024
BUY
$44.84 - $49.24 $79,635 - $87,450
1,776 Added 10.6%
18,526 $912,000
Q4 2023

Jan 30, 2024
BUY
$38.13 - $48.02 $115,190 - $145,068
3,021 Added 22.0%
16,750 $791,000
Q3 2023

Oct 11, 2023
BUY
$40.85 - $46.1 $560,829 - $632,906
13,729 New
13,729 $568,000

Others Institutions Holding SCHA

# of Institutions
1,148
Shares Held
158M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Donaldson Capital Management, LLC Portfolio

Follow Donaldson Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Donaldson Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Donaldson Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email