Donaldson Capital Management’s Schwab International Equity ETF SCHF Stock Holding History

Donaldson Capital Management’s Portfolio SCHF Stock Details SCHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.22M	Buy	89,527 +10,118	+13%	+$257K	0.07%	101
2025 Q4	$1.91M	Sell	79,409 -4,637	-6%	-$110K	0.06%	106
2025 Q3	$1.96M	Buy	84,046 +15,388	+22%	+$348K	0.06%	105
2025 Q2	$1.52M	Buy	68,658 +18,061	+36%	+$376K	0.06%	119
2025 Q1	$1M	Buy	50,597 +450	+0.9%	+$8.83K	0.04%	134
2024 Q4	$928K	Buy	50,147 +12,097	+32%	+$236K	0.04%	140
2024 Q3	$782K	Sell	38,050 -5,914	-13%	-$117K	0.03%	144
2024 Q2	$845K	Buy	+43,964	New	+$851K	0.04%	131

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Donaldson Capital Management's SCHF Position: Q1 2026 in Review

Donaldson Capital Management increased its Schwab International Equity ETF (SCHF) stake by 13% in Q1 2026, buying an estimated $257K and bringing the position to 89,527 shares worth $2.22M. The position accounts for 0.07% of the portfolio, ranked #101.

Donaldson Capital Management first reported a position in SCHF in Q2 2024 and has held it in 8 quarters since. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

Donaldson Capital Management held 89,527 shares of Schwab International Equity ETF worth $2.22M as of Q1 2026.
Donaldson Capital Management bought 10,118 Schwab International Equity ETF shares in Q1 2026, an estimated $257K.
Schwab International Equity ETF made up 0.07% of Donaldson Capital Management's portfolio in Q1 2026, its #101 holding.
Donaldson Capital Management first reported a position in Schwab International Equity ETF in Q2 2024 and has held it in 8 quarters since.
1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.