DCM
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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
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

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