HDIM
SCHR

Hanson & Doremus Investment Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Hanson & Doremus Investment Management’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,444
Closed -$86K – 521
2025
Q2 		$86K Hold
3,444
– – 0.01% 278
2025
Q1 		$86K Buy
3,444
+39
+1% +$955 0.01% 274
2024
Q4 		$83K Buy
3,405
+19
+0.6% +$468 0.01% 260
2024
Q3 		$86K Buy
3,386
+36
+1% +$900 0.01% 251
2024
Q2 		$82K Buy
3,350
+140
+4% +$3.39K 0.01% 257
2024
Q1 		$79K Sell
3,210
-360
-10% -$8.85K 0.01% 263
2023
Q4 		$89K Buy
3,570
+408
+13% +$9.86K 0.02% 256
2023
Q3 		$76K Buy
3,162
+44
+1% +$1.07K 0.02% 259
2023
Q2 		$77K Hold
3,118
– – 0.02% 260
2023
Q1 		$79K Buy
3,118
+58
+2% +$1.45K 0.02% 260
2022
Q4 		$75K Sell
3,060
-5,910
-66% -$145K 0.02% 260
2022
Q3 		$220K Hold
8,970
– – 0.06% 169
2022
Q2 		$231K Hold
8,970
– – 0.06% 173
2022
Q1 		$239K Buy
8,970
+288
+3% +$7.86K 0.05% 173
2021
Q4 		$244K Buy
8,682
+356
+4% +$10K 0.05% 171
2021
Q3 		$236K Sell
8,326
-2,002
-19% -$57.3K 0.05% 160
2021
Q2 		$303K Buy
10,328
+2,352
+29% +$66.8K 0.09% 135
2021
Q1 		$225K Hold
7,976
– – 0.05% 171
2020
Q4 		$232K Sell
7,976
-2,352
-23% -$68.5K 0.06% 161
2020
Q3 		$303K Buy
10,328
+2,710
+36% +$79.6K 0.09% 135
2020
Q2 		$224K Sell
7,618
-428
-5% -$12.6K 0.07% 149
2020
Q1 		$236K Hold
8,046
– – 0.08% 145
2019
Q4 		$221K Buy
8,046
+108
+1% +$2.98K 0.06% 162
2019
Q3 		$221K Buy
7,938
+96
+1% +$2.66K 0.07% 164
2019
Q2 		$215K Buy
+7,842
New +$212K 0.07% 167

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $434M AUM 11.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

Hanson & Doremus Investment Management's SCHR Position: Q3 2025 in Review

Hanson & Doremus Investment Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2025, closing a stake of 3,444 shares — an estimated $86K sold.

Hanson & Doremus Investment Management first reported a position in SCHR in Q2 2019 and held it in 25 quarters. The position peaked at $303K in Q2 2021. 473 funds tracked by Wall St. Rank hold SCHR as of Q3 2025.

  • Hanson & Doremus Investment Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 3,444 Schwab Intermediately-Term US Treasury ETF shares in Q3 2025, an estimated $86K.
  • Hanson & Doremus Investment Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2019 and held it in 25 quarters.
  • Hanson & Doremus Investment Management's Schwab Intermediately-Term US Treasury ETF position peaked at $303K in Q2 2021.
  • 473 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2025.

Based on Hanson & Doremus Investment Management's 13F filing for Q3 2025, filed 15 Oct 2025.