Number of Shares
6.41 Mil
Current Holdings Value*
$152.66 Mil
% of Portfolio
20.41%
Total Estimate Gain
$-6.90 Mil
% of Total Estimate Gain
-4.11%

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

As of 2025-06-30, Hanson & Doremus Investment Management held 6.41 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $152.66 Mil. This investment constitutes 20.41% 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 33 purchases of SCHB, at an average price of $25.82, for a total of 6.51 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 $24.48, Hanson & Doremus Investment Management's estimated gain on his SCHB holdings is $-6.90 Mil, reflecting a -4.11% gain to date.

Hanson & Doremus Investment Management SCHB ($24.48) Holding Chart

Hanson & Doremus Investment Management SCHB ($24.48) 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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