Donaldson Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.87M | Buy |
162,204
+12,672
| +8% | +$302K | 0.14% | 79 |
|
|
2025
Q1 | $3.22M | Buy |
149,532
+11,373
| +8% | +$245K | 0.12% | 84 |
|
|
2024
Q4 | $3.14M | Buy |
138,159
+10,434
| +8% | +$237K | 0.12% | 83 |
|
|
2024
Q3 | $2.83M | Buy |
127,725
+8,496
| +7% | +$188K | 0.11% | 88 |
|
|
2024
Q2 | $2.5M | Buy |
119,229
+8,115
| +7% | +$170K | 0.1% | 86 |
|
|
2024
Q1 | $2.26M | Buy |
111,114
+11,184
| +11% | +$228K | 0.09% | 88 |
|
|
2023
Q4 | $1.85M | Buy |
99,930
+18,285
| +22% | +$339K | 0.08% | 93 |
|
|
2023
Q3 | $1.36M | Buy |
+81,645
| New | +$1.36M | 0.06% | 101 |
|