Donaldson Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$584K	Buy
2024 Q3	$560K	Buy
2024 Q2	$494K	Buy
2020 Q1	–	Sell
2019 Q4	$210K	Buy
2019 Q1	–	Sell
2018 Q4	$320K	Sell
2018 Q3	$734K	Buy