Hanson & Doremus Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2K	Hold	54	–	–	﹤0.01%	468
2026 Q1	$2K	Hold	54	–	–	﹤0.01%	511
2025 Q4	$2K	Hold	54	–	–	﹤0.01%	474
2025 Q3	$2K	Hold	54	–	–	﹤0.01%	497
2025 Q2	$2K	Hold	54	–	–	﹤0.01%	465
2025 Q1	$1K	Hold	54	–	–	﹤0.01%	464
2024 Q4	$1K	Hold	54	–	–	﹤0.01%	450
2024 Q3	$1K	Hold	54	–	–	﹤0.01%	419
2024 Q2	$1K	Hold	54	–	–	﹤0.01%	449
2024 Q1	$1K	Hold	54	–	–	﹤0.01%	465
2023 Q4	$1K	Hold	54	–	–	﹤0.01%	461
2023 Q3	$1K	Hold	54	–	–	﹤0.01%	418
2023 Q2	$1K	Hold	54	–	–	﹤0.01%	440
2023 Q1	$1K	Hold	54	–	–	﹤0.01%	453
2022 Q4	$1K	Sell	54 -186	-78%	-$4.08K	﹤0.01%	512
2022 Q3	$5K	Hold	240	–	–	﹤0.01%	482
2022 Q2	$5K	Hold	240	–	–	﹤0.01%	492
2022 Q1	$6K	Buy	+240	New	+$6.02K	﹤0.01%	481
2019 Q1	–	Sell	-789	Closed	-$13K	–	466
2018 Q4	$13K	Hold	789	–	–	﹤0.01%	373
2018 Q3	$15K	Sell	789 -1,557	-66%	-$29.7K	﹤0.01%	382
2018 Q2	$14K	Buy	+2,346	New	+$42.4K	﹤0.01%	407

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Hanson & Doremus Investment Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 54 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Hanson & Doremus Investment Management first reported a position in SCHM in Q2 2018 and has held it in 21 quarters since. The position peaked at $15K in Q3 2018. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Hanson & Doremus Investment Management held 54 shares of Schwab US Mid-Cap ETF worth $2K as of Q2 2026.
Hanson & Doremus Investment Management left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up ﹤0.01% of Hanson & Doremus Investment Management's portfolio in Q2 2026, its #468 holding.
Hanson & Doremus Investment Management first reported a position in Schwab US Mid-Cap ETF in Q2 2018 and has held it in 21 quarters since.
Hanson & Doremus Investment Management's Schwab US Mid-Cap ETF position peaked at $15K in Q3 2018.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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