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 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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Hanson & Doremus Investment Management's SCHA Position: Q1 2026 in Review

Hanson & Doremus Investment Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 76 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Hanson & Doremus Investment Management first reported a position in SCHA in Q2 2018 and has held it in 18 quarters since. The position peaked at $8K in Q1 2022. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Hanson & Doremus Investment Management held 76 shares of Schwab U.S Small- Cap ETF worth $2K as of Q1 2026.
Hanson & Doremus Investment Management left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Hanson & Doremus Investment Management's portfolio in Q1 2026, its #510 holding.
Hanson & Doremus Investment Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2018 and has held it in 18 quarters since.
Hanson & Doremus Investment Management's Schwab U.S Small- Cap ETF position peaked at $8K in Q1 2022.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Hanson & Doremus Investment Management's 13F filing for Q1 2026, filed 17 Apr 2026.