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

Donaldson Capital Management, LLC

  • $2.71 Billion
  • Q2 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 162,204 shares of SCHB stock, worth $3.98 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
162,204
Previous 149,532 8.47%
Holding current value
$3.98 Million
Previous $3.21 Million 20.59%
% of portfolio
0.14%
Previous 0.12%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,341
Shares Held
494M
Call Options Held
350K
Put Options Held
28.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
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More about SCHB
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