Hanson & Doremus Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $40K | Hold |
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|
2025
Q2 | $39K | Hold |
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|
2025
Q1 | $41K | Sell |
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|
2024
Q4 | $53K | Sell |
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|
2024
Q3 | $85K | Sell |
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|
2024
Q2 | $94K | Hold |
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|
2024
Q1 | $97K | Hold |
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|
2023
Q4 | $92K | Hold |
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|
2023
Q3 | $85K | Hold |
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|
2023
Q2 | $87K | Hold |
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|
2023
Q1 | $88K | Sell |
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|
2022
Q4 | $112K | Buy |
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|
2022
Q3 | $39K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $64K | Sell |
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|
2018
Q2 | $60K | Hold |
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|
2018
Q1 | $60K | Hold |
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|
2017
Q4 | $62K | Hold |
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|
2017
Q3 | $57K | Sell |
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|
2017
Q2 | $56K | Buy |
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|
2017
Q1 | $52K | Hold |
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|
2016
Q4 | $50.9K | Hold |
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|
2016
Q3 | $49K | Hold |
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|
2016
Q2 | $48K | Hold |
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|
2016
Q1 | $47K | Hold |
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|
2015
Q4 | $45K | Hold |
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|
2015
Q3 | $42K | Hold |
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|
2015
Q2 | $45K | Hold |
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|
2015
Q1 | $46K | Hold |
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|
2014
Q4 | $47K | Hold |
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|
2014
Q3 | $45K | Hold |
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|
2014
Q2 | $45K | Buy |
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|
2014
Q1 | $16K | Buy |
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