Donaldson Capital Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Donaldson Capital Management, LLC

  • $2.71 Billion
  • Q2 2025

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 9,572 shares of SCHM stock, worth $271,366. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,572
Previous 9,162 4.48%
Holding current value
$271,366
Previous $239,000 12.13%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
BUY
$22.92 - $28.05 $9,397 - $11,500
410 Added 4.48%
9,572 $268,000
Q1 2025

Apr 15, 2025
SELL
$25.58 - $29.24 $447,675 - $511,729
-17,501 Reduced 65.64%
9,162 $239,000
Q4 2024

Feb 07, 2025
BUY
$27.54 - $83.04 $493,737 - $1.49 Million
17,928 Added 205.24%
26,663 $738,000
Q3 2024

Oct 29, 2024
SELL
$75.47 - $83.18 $968,053 - $1.07 Million
-12,827 Reduced 59.49%
8,735 $725,000
Q2 2024

Jul 31, 2024
BUY
$75.69 - $81.19 $335,155 - $359,509
4,428 Added 25.84%
21,562 $1.68 Million
Q1 2024

Apr 22, 2024
BUY
$72.89 - $81.43 $117,498 - $131,265
1,612 Added 10.39%
17,134 $1.4 Million
Q4 2023

Jan 30, 2024
BUY
$63.01 - $75.95 $175,797 - $211,900
2,790 Added 21.91%
15,522 $1.17 Million
Q3 2023

Oct 11, 2023
BUY
$66.75 - $73.98 $849,861 - $941,913
12,732 New
12,732 $861,000
Q1 2020

Apr 16, 2020
SELL
$35.83 - $62.24 $131,531 - $228,483
-3,671 Closed
0 $0
Q2 2019

Aug 12, 2019
SELL
N/A
-131 Reduced 3.45%
3,671 $210,000
Q1 2019

Apr 01, 2019
BUY
N/A
3,802 New
3,802 $211,000
Q4 2018

Feb 08, 2019
SELL
N/A
-3,866 Closed
0 $0
Q3 2018

Nov 06, 2018
BUY
N/A
195 Added 5.31%
3,866 $224,000
Q2 2018

Aug 07, 2018
BUY
N/A
3,671 New
3,671 $202,000
Q4 2017

Jan 26, 2018
SELL
N/A
-4,921 Closed
0 $0
Q3 2017

Nov 08, 2017
BUY
N/A
4,921
4,921 $247,000

Others Institutions Holding SCHM

# of Institutions
1,026
Shares Held
285M
Call Options Held
45.7K
Put Options Held
5.3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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