HDIM
Hanson & Doremus Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | Buy |
1,923
+917
| +91% | +$25.3K | 0.01% | 297 |
|
|
2024
Q3 | $85K | Sell |
1,006
-198
| -16% | -$16.7K | 0.01% | 253 |
|
|
2024
Q2 | $94K | Hold |
1,204
| – | – | 0.02% | 248 |
|
|
2024
Q1 | $97K | Hold |
1,204
| – | – | 0.02% | 248 |
|
|
2023
Q4 | $92K | Hold |
1,204
| – | – | 0.02% | 251 |
|
|
2023
Q3 | $85K | Hold |
1,204
| – | – | 0.02% | 249 |
|
|
2023
Q2 | $87K | Hold |
1,204
| – | – | 0.02% | 245 |
|
|
2023
Q1 | $88K | Sell |
1,204
-280
| -19% | -$20.5K | 0.02% | 246 |
|
|
2022
Q4 | $112K | Buy |
1,484
+899
| +154% | +$67.8K | 0.02% | 225 |
|
|
2022
Q3 | $39K | Buy |
+585
| New | +$39K | 0.01% | 315 |
|
|
2018
Q4 | – | Sell |
-1,201
| Closed | -$64K | – | 459 |
|
|
2018
Q3 | $64K | Sell |
1,201
-19
| -2% | -$1.01K | 0.02% | 263 |
|
|
2018
Q2 | $60K | Hold |
1,220
| – | – | 0.02% | 273 |
|
|
2018
Q1 | $60K | Hold |
1,220
| – | – | 0.02% | 280 |
|
|
2017
Q4 | $62K | Hold |
1,220
| – | – | 0.02% | 274 |
|
|
2017
Q3 | $57K | Sell |
1,220
-13
| -1% | -$607 | 0.02% | 273 |
|
|
2017
Q2 | $56K | Buy |
1,233
+65
| +6% | +$2.95K | 0.02% | 267 |
|
|
2017
Q1 | $52K | Hold |
1,168
| – | – | 0.02% | 267 |
|
|
2016
Q4 | $50.9K | Hold |
1,168
| – | – | 0.02% | 257 |
|
|
2016
Q3 | $49K | Hold |
1,168
| – | – | 0.02% | 248 |
|
|
2016
Q2 | $48K | Hold |
1,168
| – | – | 0.02% | 250 |
|
|
2016
Q1 | $47K | Hold |
1,168
| – | – | 0.02% | 261 |
|
|
2015
Q4 | $45K | Hold |
1,168
| – | – | 0.02% | 266 |
|
|
2015
Q3 | $42K | Hold |
1,168
| – | – | 0.02% | 263 |
|
|
2015
Q2 | $45K | Hold |
1,168
| – | – | 0.02% | 265 |
|
|
2015
Q1 | $46K | Hold |
1,168
| – | – | 0.02% | 261 |
|
|
2014
Q4 | $47K | Hold |
1,168
| – | – | 0.02% | 264 |
|
|
2014
Q3 | $45K | Hold |
1,168
| – | – | 0.02% | 263 |
|
|
2014
Q2 | $45K | Buy |
1,168
+738
| +172% | +$28.4K | 0.02% | 264 |
|
|
2014
Q1 | $16K | Buy |
+430
| New | +$16K | 0.01% | 328 |
|