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Donaldson Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Donaldson Capital Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.34M Buy
253,497
+32,641
+15% +$914K 0.21% 70
2026
Q1 		$5.54M Buy
220,856
+28,154
+15% +$739K 0.18% 72
2025
Q4 		$5.05M Buy
192,702
+24,114
+14% +$628K 0.16% 75
2025
Q3 		$4.33M Buy
168,588
+6,384
+4% +$158K 0.14% 79
2025
Q2 		$3.87M Buy
162,204
+12,672
+8% +$279K 0.14% 79
2025
Q1 		$3.22M Buy
149,532
+11,373
+8% +$259K 0.12% 84
2024
Q4 		$3.14M Buy
138,159
+10,434
+8% +$238K 0.12% 83
2024
Q3 		$2.83M Buy
127,725
+8,496
+7% +$181K 0.11% 88
2024
Q2 		$2.5M Buy
119,229
+8,115
+7% +$164K 0.1% 86
2024
Q1 		$2.26M Buy
111,114
+11,184
+11% +$216K 0.09% 88
2023
Q4 		$1.85M Buy
99,930
+18,285
+22% +$316K 0.08% 93
2023
Q3 		$1.36M Buy
+81,645
New +$1.41M 0.06% 101

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Donaldson Capital Management's SCHB Position: Q2 2026 in Review

Donaldson Capital Management increased its Schwab US Broad Market ETF (SCHB) stake by 15% in Q2 2026, buying an estimated $914K and bringing the position to 253,497 shares worth $7.34M. The position accounts for 0.21% of the portfolio, ranked #70.

Donaldson Capital Management first reported a position in SCHB in Q3 2023 and has held it in 12 quarters since. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Donaldson Capital Management held 253,497 shares of Schwab US Broad Market ETF worth $7.34M as of Q2 2026.
  • Donaldson Capital Management bought 32,641 Schwab US Broad Market ETF shares in Q2 2026, an estimated $914K.
  • Schwab US Broad Market ETF made up 0.21% of Donaldson Capital Management's portfolio in Q2 2026, its #70 holding.
  • Donaldson Capital Management first reported a position in Schwab US Broad Market ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.