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

Donaldson Capital Management’s Portfolio SCMB Stock Details SCMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.73M	Hold	71,792	–	–	0.05%	132
2026 Q2	$1.85M	Hold	71,792	–	–	0.05%	128
2026 Q1	$1.83M	Hold	71,792	–	–	0.06%	109
2025 Q4	$1.85M	Hold	71,792	–	–	0.06%	109
2025 Q3	$1.84M	Buy	71,792 +29,905	+71%	+$754K	0.06%	109
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%	+$171K	0.04%	131
2024 Q3	$927K	Buy	35,282 +13,370	+61%	+$348K	0.04%	136
2024 Q2	$563K	Buy	+21,912	New	+$564K	0.02%	150

Other funds holding SCMB

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return

Donaldson Capital Management's SCMB Position: Q3 2026 in Review

Donaldson Capital Management held its Schwab Municipal Bond ETF (SCMB) position steady in Q3 2026 at 71,792 shares worth $1.73M. The position accounts for 0.05% of the portfolio, ranked #132.

Donaldson Capital Management first reported a position in SCMB in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.85M in Q2 2026. 139 funds tracked by Wall St. Rank hold SCMB as of Q3 2026.

Donaldson Capital Management held 71,792 shares of Schwab Municipal Bond ETF worth $1.73M as of Q3 2026.
Donaldson Capital Management left its Schwab Municipal Bond ETF share count unchanged in Q3 2026.
Schwab Municipal Bond ETF made up 0.05% of Donaldson Capital Management's portfolio in Q3 2026, its #132 holding.
Donaldson Capital Management first reported a position in Schwab Municipal Bond ETF in Q2 2024 and has held it in 10 quarters since.
Donaldson Capital Management's Schwab Municipal Bond ETF position peaked at $1.85M in Q2 2026.
139 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q3 2026.

Based on Donaldson Capital Management's 13F filing for Q3 2026, filed 9 Nov 2026.