Hanson & Doremus Investment Management Schwab Strategic Tr Us Broad M Transaction History

Hanson & Doremus Investment Management

  • $685 Million
  • Q1 2025

A detailed history of Hanson & Doremus Investment Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Hanson & Doremus Investment Management holds 6,283,643 shares of SCHB stock, worth $127 Million. This represents 19.76% of its overall portfolio holdings.

Number of Shares
6,283,643
Previous 5,901,371 6.48%
Holding current value
$127 Million
Previous $134 Million 0.99%
% of portfolio
19.76%
Previous 21.02%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$21.23 - $23.75 $8.12 Million - $9.08 Million
382,272 Added 6.48%
6,283,643 $135 Million
Q4 2024

Jan 23, 2025
BUY
$22.01 - $66.82 $87 Million - $264 Million
3,954,414 Added 203.11%
5,901,371 $134 Million
Q3 2024

Oct 17, 2024
BUY
$59.93 - $66.52 $560,225 - $621,828
9,348 Added 0.48%
1,946,957 $130 Million
Q2 2024

Aug 08, 2024
BUY
$57.57 - $63.3 $944,550 - $1.04 Million
16,407 Added 0.85%
1,937,609 $122 Million
Q1 2024

Apr 22, 2024
BUY
$54.61 - $61.05 $1.22 Million - $1.37 Million
22,419 Added 1.18%
1,921,202 $117 Million
Q4 2023

Jan 25, 2024
BUY
$47.61 - $55.91 $26,423 - $31,030
555 Added 0.03%
1,898,783 $106 Million
Q3 2023

Oct 24, 2023
BUY
$49.59 - $53.57 $5.1 Million - $5.51 Million
102,906 Added 5.73%
1,898,228 $94.6 Million
Q2 2023

Jul 18, 2023
BUY
$47.08 - $51.7 $1.71 Million - $1.88 Million
36,412 Added 2.07%
1,795,322 $92.8 Million
Q1 2023

Apr 18, 2023
SELL
$44.47 - $49.23 $1.29 Million - $1.43 Million
-28,964 Reduced 1.62%
1,758,910 $84.2 Million
Q4 2022

Jan 18, 2023
BUY
$41.94 - $47.81 $4.95 Million - $5.65 Million
118,133 Added 7.07%
1,787,874 $80.1 Million
Q3 2022

Oct 20, 2022
BUY
$41.99 - $50.63 $1.13 Million - $1.37 Million
27,002 Added 1.64%
1,669,741 $70.1 Million
Q2 2022

Jul 19, 2022
BUY
$42.93 - $53.98 $809,745 - $1.02 Million
18,862 Added 1.16%
1,642,739 $72.6 Million
Q1 2022

Apr 22, 2022
BUY
$49.15 - $56.85 $41.8 Million - $48.3 Million
850,324 Added 109.92%
1,623,877 $86.7 Million
Q4 2021

Jan 20, 2022
BUY
$51.87 - $56.86 $698,844 - $766,074
13,473 Added 1.77%
773,553 $87.4 Million
Q3 2021

Oct 21, 2021
BUY
$51.32 - $54.83 $87,808 - $93,814
1,711 Added 0.23%
760,080 $0
Q2 2021

Jul 22, 2021
SELL
$48.92 - $52.14 $701,366 - $747,531
-14,337 Reduced 1.86%
758,369 $60.4 Million
Q1 2021

May 03, 2021
SELL
$44.89 - $48.81 $32,275 - $35,094
-719 Reduced 0.09%
772,706 $74.7 Million
Q4 2020

Feb 01, 2021
BUY
$39.03 - $45.5 $587,635 - $685,048
15,056 Added 1.99%
773,425 $70.4 Million
Q3 2020

Oct 19, 2020
SELL
$36.93 - $42.52 $260,651 - $300,106
-7,058 Reduced 0.92%
758,369 $60.4 Million
Q2 2020

Jul 17, 2020
BUY
$28.84 - $38.49 $553,843 - $739,161
19,204 Added 2.57%
765,427 $56.2 Million
Q1 2020

Apr 24, 2020
BUY
$26.18 - $40.44 $363,430 - $561,388
13,882 Added 1.9%
746,223 $0
Q4 2019

Jan 16, 2020
BUY
$34.47 - $38.58 $732,004 - $819,284
21,236 Added 2.99%
732,341 $56.3 Million
Q3 2019

Oct 18, 2019
BUY
$35.32 - $36.13 $735,327 - $752,190
20,819 Added 3.02%
711,105 $50.5 Million
Q2 2019

Jul 18, 2019
BUY
N/A
47,142 Added 7.33%
690,286 $48.7 Million
Q1 2019

Apr 23, 2019
SELL
N/A
-15,221 Reduced 2.31%
643,144 $0
Q4 2018

Jan 31, 2019
BUY
N/A
29,703 Added 4.72%
658,365 $39.5 Million
Q3 2018

Oct 24, 2018
BUY
N/A
27,292 Added 4.54%
628,662 $0
Q2 2018

Aug 08, 2018
BUY
N/A
13,216 Added 2.25%
601,370 $39.7 Million
Q1 2018

May 10, 2018
BUY
N/A
42,184 Added 7.73%
588,154 $37.5 Million
Q4 2017

Jan 25, 2018
BUY
N/A
22,584 Added 4.31%
545,970 $35.2 Million
Q3 2017

Oct 26, 2017
BUY
N/A
523,386
523,386 $0

Others Institutions Holding SCHB

# of Institutions
1,268
Shares Held
484M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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