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Hanson & Doremus Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Hanson & Doremus Investment Management’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,160
Closed -$8K – 468
2015
Q4 		$8K Hold
1,160
– – ﹤0.01% 405
2015
Q3 		$7K Buy
1,160
+8
+0.7% +$53 ﹤0.01% 384
2015
Q2 		$8K Hold
1,152
– – ﹤0.01% 395
2015
Q1 		$8K Buy
1,152
+8
+0.7% +$53 ﹤0.01% 397
2014
Q4 		$7K Hold
1,144
– – ﹤0.01% 401
2014
Q3 		$7K Sell
1,144
-480
-30% -$2.95K ﹤0.01% 385
2014
Q2 		$10K Hold
1,624
– – ﹤0.01% 367
2014
Q1 		$9K Hold
1,624
– – ﹤0.01% 369
2013
Q4 		$9K Buy
+1,624
New +$8.78K ﹤0.01% 373

Other funds holding SCHG

TH
TMFS Holdings Overland Park, Kansas $1.2B AUM 9.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Hanson & Doremus Investment Management's SCHG Position: Q1 2016 in Review

Hanson & Doremus Investment Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2016, closing a stake of 1,160 shares — an estimated $8K sold.

Hanson & Doremus Investment Management first reported a position in SCHG in Q4 2013 and held it in 9 quarters. The position peaked at $10K in Q2 2014. 169 funds tracked by Wall St. Rank hold SCHG as of Q1 2016.

  • Hanson & Doremus Investment Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2016 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 1,160 Schwab US Large-Cap Growth ETF shares in Q1 2016, an estimated $8K.
  • Hanson & Doremus Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2013 and held it in 9 quarters.
  • Hanson & Doremus Investment Management's Schwab US Large-Cap Growth ETF position peaked at $10K in Q2 2014.
  • 169 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2016.

Based on Hanson & Doremus Investment Management's 13F filing for Q1 2016, filed 12 May 2016.