Hanson & Doremus Investment Management Schwab Strategic U.S. Mid Cap Transaction History
Hanson & Doremus Investment Management
- $637 Million
- Q4 2024
A detailed history of Hanson & Doremus Investment Management transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Hanson & Doremus Investment Management holds 54 shares of SCHM stock, worth $1,560. This represents 0.0% of its overall portfolio holdings.
Number of Shares
54
Previous 18
200.0%
Holding current value
$1,560
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SCHM
# of Institutions
965Shares Held
144MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$749 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$284 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$208 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$165 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$121 Million7.44% of portfolio