HDIM
Hanson & Doremus Investment Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2K | Sell |
76
-108
| -59% | -$2.84K | ﹤0.01% | 464 |
|
2025
Q1 | $4K | Hold |
184
| – | – | ﹤0.01% | 451 |
|
2024
Q4 | $5K | Buy |
184
+65
| +55% | +$1.77K | ﹤0.01% | 439 |
|
2024
Q3 | $6K | Hold |
119
| – | – | ﹤0.01% | 412 |
|
2024
Q2 | $6K | Hold |
119
| – | – | ﹤0.01% | 435 |
|
2024
Q1 | $6K | Hold |
119
| – | – | ﹤0.01% | 434 |
|
2023
Q4 | $6K | Hold |
119
| – | – | ﹤0.01% | 427 |
|
2023
Q3 | $5K | Hold |
119
| – | – | ﹤0.01% | 408 |
|
2023
Q2 | $5K | Hold |
119
| – | – | ﹤0.01% | 428 |
|
2023
Q1 | $5K | Hold |
119
| – | – | ﹤0.01% | 440 |
|
2022
Q4 | $5K | Hold |
119
| – | – | ﹤0.01% | 481 |
|
2022
Q3 | $4K | Hold |
119
| – | – | ﹤0.01% | 491 |
|
2022
Q2 | $5K | Sell |
119
-43
| -27% | -$1.81K | ﹤0.01% | 491 |
|
2022
Q1 | $8K | Buy |
+162
| New | +$8K | ﹤0.01% | 462 |
|
2018
Q3 | – | Sell |
-79
| Closed | – | – | 481 |
|
2018
Q2 | $0 | Buy |
+79
| New | – | ﹤0.01% | 512 |
|