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 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FPCP

Fort Point Capital Partners San Francisco, California $1.44B AUM 19.04% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Donaldson Capital Management's SCMB Position: Q2 2026 in Review

Donaldson Capital Management held its Schwab Municipal Bond ETF (SCMB) position steady in Q2 2026 at 71,792 shares worth $1.85M. The position accounts for 0.05% of the portfolio, ranked #128.

Donaldson Capital Management first reported a position in SCMB in Q2 2024 and has held it in 9 quarters since. 195 funds tracked by Wall St. Rank hold SCMB as of Q2 2026.

Donaldson Capital Management held 71,792 shares of Schwab Municipal Bond ETF worth $1.85M as of Q2 2026.
Donaldson Capital Management left its Schwab Municipal Bond ETF share count unchanged in Q2 2026.
Schwab Municipal Bond ETF made up 0.05% of Donaldson Capital Management's portfolio in Q2 2026, its #128 holding.
Donaldson Capital Management first reported a position in Schwab Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
195 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.