Hanson & Doremus Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$37K	Sell	1,161 -840	-42%	-$26.6K	﹤0.01%	344
2026 Q1	$61K	Buy	2,001 +526	+36%	+$16K	0.01%	315
2025 Q4	$40K	Hold	1,475	–	–	﹤0.01%	335
2025 Q3	$40K	Hold	1,475	–	–	0.01%	347
2025 Q2	$39K	Hold	1,475	–	–	0.01%	345
2025 Q1	$41K	Sell	1,475 -448	-23%	-$12.5K	0.01%	338
2024 Q4	$53K	Sell	1,923 -1,095	-36%	-$31.1K	0.01%	297
2024 Q3	$85K	Sell	3,018 -594	-16%	-$16.2K	0.01%	253
2024 Q2	$94K	Hold	3,612	–	–	0.02%	248
2024 Q1	$97K	Hold	3,612	–	–	0.02%	248
2023 Q4	$92K	Hold	3,612	–	–	0.02%	251
2023 Q3	$85K	Hold	3,612	–	–	0.02%	249
2023 Q2	$87K	Hold	3,612	–	–	0.02%	245
2023 Q1	$88K	Sell	3,612 -840	-19%	-$21K	0.02%	246
2022 Q4	$112K	Buy	4,452 +2,697	+154%	+$66.6K	0.02%	225
2022 Q3	$39K	Buy	+1,755	New	+$42.6K	0.01%	315
2018 Q4	–	Sell	-3,603	Closed	-$64K	–	459
2018 Q3	$64K	Sell	3,603 -57	-2%	-$986	0.02%	263
2018 Q2	$60K	Hold	3,660	–	–	0.02%	273
2018 Q1	$60K	Hold	3,660	–	–	0.02%	280
2017 Q4	$62K	Hold	3,660	–	–	0.02%	274
2017 Q3	$57K	Sell	3,660 -39	-1%	-$596	0.02%	273
2017 Q2	$56K	Buy	3,699 +195	+6%	+$2.93K	0.02%	267
2017 Q1	$52K	Hold	3,504	–	–	0.02%	267
2016 Q4	$50.9K	Hold	3,504	–	–	0.02%	257
2016 Q3	$49K	Hold	3,504	–	–	0.02%	248
2016 Q2	$48K	Hold	3,504	–	–	0.02%	250
2016 Q1	$47K	Hold	3,504	–	–	0.02%	261
2015 Q4	$45K	Hold	3,504	–	–	0.02%	266
2015 Q3	$42K	Hold	3,504	–	–	0.02%	263
2015 Q2	$45K	Hold	3,504	–	–	0.02%	265
2015 Q1	$46K	Hold	3,504	–	–	0.02%	261
2014 Q4	$47K	Hold	3,504	–	–	0.02%	264
2014 Q3	$45K	Hold	3,504	–	–	0.02%	263
2014 Q2	$45K	Buy	3,504 +2,214	+172%	+$27.8K	0.02%	264
2014 Q1	$16K	Buy	+1,290	New	+$15.5K	0.01%	328

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Hanson & Doremus Investment Management's SCHD Position: Q2 2026 in Review

Hanson & Doremus Investment Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 42% in Q2 2026, selling an estimated $26.6K and leaving 1,161 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Hanson & Doremus Investment Management first reported a position in SCHD in Q1 2014 and has held it in 35 quarters since. The position peaked at $112K in Q4 2022. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Hanson & Doremus Investment Management held 1,161 shares of Schwab US Dividend Equity ETF worth $37K as of Q2 2026.
Hanson & Doremus Investment Management sold 840 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $26.6K.
Schwab US Dividend Equity ETF made up ﹤0.01% of Hanson & Doremus Investment Management's portfolio in Q2 2026, its #344 holding.
Hanson & Doremus Investment Management first reported a position in Schwab US Dividend Equity ETF in Q1 2014 and has held it in 35 quarters since.
Hanson & Doremus Investment Management's Schwab US Dividend Equity ETF position peaked at $112K in Q4 2022.
2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Hanson & Doremus Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.