Donaldson Capital Management, LLC Schwab Strategic Tr Mun Bd ETF Transaction History
Donaldson Capital Management, LLC
- $2.6 Billion
- Q1 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 41,887 shares of SCMB stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
41,887
Previous 41,887
-0.0%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCMB
# of Institutions
91Shares Held
12.2MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp4.61MShares$00.0% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.17MShares$00.0% of portfolio
-
Pallas Capital Advisors LLC Braintree, MA669KShares$00.0% of portfolio
-
Fort Point Capital Partners LLC San Francisco, CA653KShares$00.0% of portfolio
-
Wedmont Private Capital574KShares$00.0% of portfolio