Donaldson Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
40,005
+2,326
| +6% | +$58.8K | 0.04% | 138 |
|
|
2025
Q1 | $883K | Buy |
37,679
+1,433
| +4% | +$33.6K | 0.03% | 139 |
|
|
2024
Q4 | $937K | Buy |
36,246
+526
| +1% | +$13.6K | 0.04% | 138 |
|
|
2024
Q3 | $920K | Sell |
35,720
-24,990
| -41% | -$643K | 0.04% | 138 |
|
|
2024
Q2 | $1.44M | Buy |
60,710
+23,658
| +64% | +$561K | 0.06% | 112 |
|
|
2024
Q1 | $912K | Buy |
37,052
+3,552
| +11% | +$87.5K | 0.04% | 127 |
|
|
2023
Q4 | $791K | Buy |
33,500
+6,042
| +22% | +$143K | 0.04% | 136 |
|
|
2023
Q3 | $569K | Buy |
+27,458
| New | +$569K | 0.03% | 153 |
|