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 $464,717. This represents 0.04% of its overall portfolio holdings.

Number of Shares
17,860
Previous 30,355 41.16%
Holding current value
$464,717
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
1,147
Shares Held
147M
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
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