DCM
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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
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

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return