Donaldson Capital Management, LLC Schwab Strategic Tr Mun Bd ETF Transaction History
Donaldson Capital Management, LLC
- $2.81 Billion
- Q4 2025
A detailed history of Donaldson Capital Management, LLC transactions in Schwab Strategic Tr Mun Bd ETF stock. As of the latest transaction made, Donaldson Capital Management, LLC holds 71,792 shares of SCMB stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
71,792
Previous 71,792
-0.0%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SCMB
# of Institutions
134Shares Held
74.3MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA59.8MShares$00.0% of portfolio
-
Jones Financial Companies Lllp1.77MShares$00.0% of portfolio
-
Avidian Wealth Solutions, LLC1.55MShares$00.0% of portfolio
-
Charles Schwab Trust CO916KShares$00.0% of portfolio
-
Jpmorgan Chase & CO New York, NY902KShares$00.0% of portfolio