Number of Shares
6.28 Mil
Current Holdings Value*
$135.29 Mil
% of Portfolio
19.75%
Total Estimate Gain
$-10.54 Mil
% of Total Estimate Gain
-6.37%

Hanson & Doremus Investment Management's Schwab U.S. Broad Market ETF Holding Summary

As of 2025-03-31, Hanson & Doremus Investment Management held 6.28 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $135.29 Mil. This investment constitutes 19.75% of their stock portfolio, and Hanson & Doremus Investment Management now holds 0.44% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.

The initial trade took place in 2013Q4. And since then Hanson & Doremus Investment Management has made 32 purchases of SCHB, at an average price of $25.89, for a total of 6.39 Mil shares. In addition, there have been 5 sales at an average price of $41.80 for 103,634.00 shares. Based on historical transaction data and SCHB's current price of $23.95, Hanson & Doremus Investment Management's estimated gain on his SCHB holdings is $-10.54 Mil, reflecting a -6.37% gain to date.

Hanson & Doremus Investment Management SCHB ($23.95) Holding Chart

Hanson & Doremus Investment Management SCHB ($23.95) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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