Hanson & Doremus Investment Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Hanson & Doremus Investment Management’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2K	Hold	76	–	–	﹤0.01%	485
2026 Q2	$3K	Hold	76	–	–	﹤0.01%	462
2026 Q1	$2K	Hold	76	–	–	﹤0.01%	510
2025 Q4	$2K	Hold	76	–	–	﹤0.01%	473
2025 Q3	$2K	Hold	76	–	–	﹤0.01%	496
2025 Q2	$2K	Sell	76 -108	-59%	-$2.55K	﹤0.01%	464
2025 Q1	$4K	Hold	184	–	–	﹤0.01%	451
2024 Q4	$5K	Sell	184 -54	-23%	-$1.44K	﹤0.01%	439
2024 Q3	$6K	Hold	238	–	–	﹤0.01%	412
2024 Q2	$6K	Hold	238	–	–	﹤0.01%	435
2024 Q1	$6K	Hold	238	–	–	﹤0.01%	434
2023 Q4	$6K	Hold	238	–	–	﹤0.01%	427
2023 Q3	$5K	Hold	238	–	–	﹤0.01%	408
2023 Q2	$5K	Hold	238	–	–	﹤0.01%	428
2023 Q1	$5K	Hold	238	–	–	﹤0.01%	440
2022 Q4	$5K	Hold	238	–	–	﹤0.01%	481
2022 Q3	$4K	Hold	238	–	–	﹤0.01%	491
2022 Q2	$5K	Sell	238 -86	-27%	-$1.84K	﹤0.01%	491
2022 Q1	$8K	Buy	+324	New	+$7.65K	﹤0.01%	462
2018 Q3	–	Sell	-316	Closed	–	–	481
2018 Q2	$0	Buy	+316	New	+$5.72K	﹤0.01%	511

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

FIDELIS iM Medford, Oregon $302M AUM 9.5% 1-Year Est. Return

WCM

Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return

WCFP

White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return

Hanson & Doremus Investment Management's SCHA Position: Q3 2026 in Review

Hanson & Doremus Investment Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2026 at 76 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Hanson & Doremus Investment Management first reported a position in SCHA in Q2 2018 and has held it in 20 quarters since. The position peaked at $8K in Q1 2022. 254 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Hanson & Doremus Investment Management held 76 shares of Schwab U.S Small- Cap ETF worth $2K as of Q3 2026.
Hanson & Doremus Investment Management left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2026.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Hanson & Doremus Investment Management's portfolio in Q3 2026, its #485 holding.
Hanson & Doremus Investment Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2018 and has held it in 20 quarters since.
Hanson & Doremus Investment Management's Schwab U.S Small- Cap ETF position peaked at $8K in Q1 2022.
254 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Hanson & Doremus Investment Management's 13F filing for Q3 2026, filed 16 Oct 2026.