Donaldson Capital Management, LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Donaldson Capital Management, LLC holds 6,970 shares of SCHV stock, worth $188,956. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,970
Previous 6,675 4.42%
Holding current value
$188,956
Previous $494,000 13.36%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 29, 2024
BUY
$73.43 - $80.37 $21,661 - $23,709
295 Added 4.42%
6,970 $560,000
Q2 2024

Jul 31, 2024
BUY
$71.74 - $75.86 $478,864 - $506,365
6,675 New
6,675 $494,000
Q1 2020

Apr 16, 2020
SELL
$38.4 - $61.03 $134,092 - $213,116
-3,492 Closed
0 $0
Q4 2019

Jan 14, 2020
BUY
$54.73 - $60.25 $191,117 - $210,393
3,492 New
3,492 $210,000
Q1 2019

Apr 01, 2019
SELL
N/A
-6,492 Closed
0 $0
Q4 2018

Feb 08, 2019
SELL
N/A
-6,604 Reduced 50.43%
6,492 $320,000
Q3 2018

Nov 06, 2018
BUY
N/A
13,096 New
13,096 $734,000

Others Institutions Holding SCHV

# of Institutions
847
Shares Held
173M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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