Donaldson Capital Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Donaldson Capital Management, LLC

  • $2.89 Billion
  • Q3 2025

A detailed history of Donaldson Capital Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Donaldson Capital Management, LLC holds 168,588 shares of SCHB stock, worth $4.35 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
168,588
Previous 162,204 3.94%
Holding current value
$4.35 Million
Previous $3.87 Million 12.13%
% of portfolio
0.15%
Previous 0.14%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$23.82 - $25.84 $152,066 - $164,962
6,384 Added 3.94%
168,588 $4.33 Million
Q2 2025

Aug 07, 2025
BUY
$19.1 - $23.83 $242,035 - $301,973
12,672 Added 8.47%
162,204 $3.87 Million
Q1 2025

Apr 15, 2025
BUY
$21.23 - $23.75 $241,448 - $270,108
11,373 Added 8.23%
149,532 $3.21 Million
Q4 2024

Feb 07, 2025
BUY
$22.01 - $66.82 $2.1 Million - $6.39 Million
95,584 Added 224.51%
138,159 $3.14 Million
Q3 2024

Oct 29, 2024
BUY
$59.93 - $66.52 $169,721 - $188,384
2,832 Added 7.13%
42,575 $2.83 Million
Q2 2024

Jul 31, 2024
BUY
$57.57 - $63.3 $155,726 - $171,226
2,705 Added 7.3%
39,743 $2.5 Million
Q1 2024

Apr 22, 2024
BUY
$54.61 - $61.05 $203,586 - $227,594
3,728 Added 11.19%
37,038 $2.26 Million
Q4 2023

Jan 30, 2024
BUY
$47.61 - $55.91 $290,182 - $340,771
6,095 Added 22.4%
33,310 $1.85 Million
Q3 2023

Oct 11, 2023
BUY
$49.59 - $53.57 $1.35 Million - $1.46 Million
27,215 New
27,215 $1.36 Million

Others Institutions Holding SCHB

# of Institutions
1,376
Shares Held
499M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Donaldson Capital Management, LLC Portfolio

Follow Donaldson Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Donaldson Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Donaldson Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email