Donaldson Capital Management’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-3,558	Closed	-$259K	–	270
2021 Q2	$259K	Buy	+3,558	New	+$259K	0.01%	233