Hanson & Doremus Investment Management Schwab Strategic Tr Us Broad M Transaction History
Hanson & Doremus Investment Management
- $748 Million
- Q2 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 6,406,096 shares of SCHB stock, worth $166 Million. This represents 20.42% of its overall portfolio holdings.
Number of Shares
6,406,096
Previous 6,283,643
1.95%
Holding current value
$166 Million
Previous $135 Million
12.84%
% of portfolio
20.42%
Previous 19.76%
Shares
32 transactions
Others Institutions Holding SCHB
# of Institutions
1,349Shares Held
569MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.67 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.46 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$435 Million0.85% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$340 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$316 Million3.25% of portfolio