Hanson & Doremus Investment Management Schwab Strategic Tr Us Broad M Transaction History
Hanson & Doremus Investment Management
- $794 Million
- Q3 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 6,514,057 shares of SCHB stock, worth $168 Million. This represents 21.08% of its overall portfolio holdings.
Number of Shares
6,514,057
Previous 6,406,096
1.69%
Holding current value
$168 Million
Previous $153 Million
9.71%
% of portfolio
21.08%
Previous 20.42%
Shares
33 transactions
Others Institutions Holding SCHB
# of Institutions
1,377Shares Held
501MCall Options Held
299KPut Options Held
22.8K-
Wealthfront Advisers LLC55.1MShares$1.42 Billion3.41% of portfolio
-
Betterment LLC New York, NY16.5MShares$426 Million0.84% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$374 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.44% of portfolio
-
Strid Group, LLC8.72MShares$225 Million29.42% of portfolio