Number of Shares
1.94 Mil
Current Holdings Value*
$121.82 Mil
% of Portfolio
20.4%
Total Estimate Gain
$66.68 Mil
% of Total Estimate Gain
101.48%

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

As of 2024-06-30, Hanson & Doremus Investment Management held 1.94 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $121.82 Mil. This investment constitutes 20.4% of their stock portfolio, and Hanson & Doremus Investment Management now holds -% 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 29 purchases of SCHB, at an average price of $32.19, for a total of 2.04 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 $66.09, Hanson & Doremus Investment Management's estimated gain on his SCHB holdings is $66.68 Mil, reflecting a 101.48% gain to date.

Hanson & Doremus Investment Management SCHB ($66.09) Holding Chart

Hanson & Doremus Investment Management SCHB ($66.09) 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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