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 $155 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
$155 Million
Previous $135 Million
12.84%
% of portfolio
20.42%
Previous 19.76%
Shares
32 transactions
Others Institutions Holding SCHB
# of Institutions
1,337Shares Held
494MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC56.4MShares$1.37 Billion3.52% of portfolio
-
Betterment LLC New York, NY17.3MShares$418 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$319 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$288 Million3.28% of portfolio
-
Evensky & Katz LLC8.78MShares$213 Million12.78% of portfolio