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Hanson & Doremus Investment Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Hanson & Doremus Investment Management’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1
Closed – – 447
2024
Q2 		$0 Hold
1
– – ﹤0.01% 473
2024
Q1 		$0 Hold
1
– – ﹤0.01% 517
2023
Q4 		$0 Hold
1
– – ﹤0.01% 476
2023
Q3 		$0 Sell
1
-3,683
-100% -$91.2K ﹤0.01% 447
2023
Q2 		$91K Buy
3,684
+19
+0.5% +$464 0.02% 242
2023
Q1 		$90K Hold
3,665
– – 0.02% 240
2022
Q4 		$87K Buy
3,665
+89
+2% +$2.07K 0.02% 248
2022
Q3 		$80K Sell
3,576
-24
-0.7% -$593 0.02% 251
2022
Q2 		$91K Sell
3,600
-54
-1% -$1.41K 0.02% 251
2022
Q1 		$101K Buy
3,654
+54
+2% +$1.56K 0.02% 255
2021
Q4 		$107K Buy
3,600
+528
+17% +$16.1K 0.02% 249
2021
Q3 		$94K Sell
3,072
-93
-3% -$2.91K 0.02% 247
2021
Q2 		$85K Buy
3,165
+112
+4% +$3.63K 0.03% 214
2021
Q1 		$97K Sell
3,053
-167
-5% -$5.44K 0.02% 238
2020
Q4 		$99K Buy
3,220
+55
+2% +$1.59K 0.02% 230
2020
Q3 		$85K Sell
3,165
-265
-8% -$7.08K 0.03% 214
2020
Q2 		$84K Sell
3,430
-901
-21% -$20.5K 0.03% 219
2020
Q1 		$90K Sell
4,331
-12
-0.3% -$300 0.03% 211
2019
Q4 		$119K Buy
4,343
+82
+2% +$2.16K 0.03% 214
2019
Q3 		$107K Sell
4,261
-897
-17% -$22.8K 0.03% 224
2019
Q2 		$135K Buy
5,158
+321
+7% +$8.31K 0.04% 206
2019
Q1 		$126K Sell
4,837
-880
-15% -$22.3K 0.04% 206
2018
Q4 		$135K Sell
5,717
-5,563
-49% -$135K 0.05% 195
2018
Q3 		$290K Buy
11,280
+2,091
+23% +$54.2K 0.09% 147
2018
Q2 		$238K Sell
9,189
-339
-4% -$9.32K 0.08% 162
2018
Q1 		$273K Buy
9,528
+2,063
+28% +$60.4K 0.08% 166
2017
Q4 		$209K Buy
7,465
+213
+3% +$5.87K 0.07% 174
2017
Q3 		$195K Buy
7,252
+1,221
+20% +$32.3K 0.07% 177
2017
Q2 		$150K Buy
6,031
+1,677
+39% +$41.2K 0.06% 188
2017
Q1 		$104K Buy
4,354
+3,765
+639% +$87.7K 0.04% 219
2016
Q4 		$12.7K Buy
589
+97
+20% +$2.17K 0.01% 372
2016
Q3 		$11K Buy
492
+46
+10% +$1.04K 0.01% 367
2016
Q2 		$9K Buy
446
+323
+263% +$6.64K ﹤0.01% 369
2016
Q1 		$3K Sell
123
-91
-43% -$1.71K ﹤0.01% 434
2015
Q4 		$4K Buy
214
+5
+2% +$105 ﹤0.01% 434
2015
Q3 		$4K Hold
209
– – ﹤0.01% 409
2015
Q2 		$5K Buy
209
+113
+118% +$2.89K ﹤0.01% 414
2015
Q1 		$2K Hold
96
– – ﹤0.01% 445
2014
Q4 		$2K Buy
96
+21
+28% +$525 ﹤0.01% 439
2014
Q3 		$2K Hold
75
– – ﹤0.01% 415
2014
Q2 		$2K Hold
75
– – ﹤0.01% 408
2014
Q1 		$2K Hold
75
– – ﹤0.01% 412
2013
Q4 		$2K Buy
+75
New +$1.88K ﹤0.01% 416

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Hanson & Doremus Investment Management's SCHE Position: Q3 2024 in Review

Hanson & Doremus Investment Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2024, closing a stake of 1 share.

Hanson & Doremus Investment Management first reported a position in SCHE in Q4 2013 and held it in 43 quarters. The position peaked at $290K in Q3 2018. 727 funds tracked by Wall St. Rank hold SCHE as of Q3 2024.

  • Hanson & Doremus Investment Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 1 Schwab Emerging Markets Equity ETF share in Q3 2024.
  • Hanson & Doremus Investment Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2013 and held it in 43 quarters.
  • Hanson & Doremus Investment Management's Schwab Emerging Markets Equity ETF position peaked at $290K in Q3 2018.
  • 727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2024.

Based on Hanson & Doremus Investment Management's 13F filing for Q3 2024, filed 17 Oct 2024.