Donaldson Capital Management’s Schwab Municipal Bond ETF SCMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.05M	Hold	41,887	–	–	0.04%	137
2025 Q1	$1.06M	Hold	41,887	–	–	0.04%	130
2024 Q4	$1.08M	Buy	41,887 +6,605	+19%	+$170K	0.04%	131
2024 Q3	$927K	Buy	35,282 +13,370	+61%	+$351K	0.04%	136
2024 Q2	$563K	Buy	+21,912	New	+$563K	0.02%	150