HDIM
Hanson & Doremus Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2K | Hold |
54
| – | – | ﹤0.01% | 465 |
|
|
2025
Q1 | $1K | Hold |
54
| – | – | ﹤0.01% | 464 |
|
|
2024
Q4 | $1K | Buy |
54
+36
| +200% | +$667 | ﹤0.01% | 450 |
|
|
2024
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 419 |
|
|
2024
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 449 |
|
|
2024
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 465 |
|
|
2023
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 461 |
|
|
2023
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 418 |
|
|
2023
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 440 |
|
|
2023
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 453 |
|
|
2022
Q4 | $1K | Sell |
18
-62
| -78% | -$3.44K | ﹤0.01% | 512 |
|
|
2022
Q3 | $5K | Hold |
80
| – | – | ﹤0.01% | 482 |
|
|
2022
Q2 | $5K | Hold |
80
| – | – | ﹤0.01% | 492 |
|
|
2022
Q1 | $6K | Buy |
+80
| New | +$6K | ﹤0.01% | 481 |
|
|
2019
Q1 | – | Sell |
-263
| Closed | -$13K | – | 466 |
|
|
2018
Q4 | $13K | Hold |
263
| – | – | ﹤0.01% | 373 |
|
|
2018
Q3 | $15K | Sell |
263
-519
| -66% | -$29.6K | ﹤0.01% | 382 |
|
|
2018
Q2 | $14K | Buy |
+782
| New | +$14K | ﹤0.01% | 407 |
|