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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$76K	Hold	2,175	–	–	0.01%	294
2026 Q1	$66K	Hold	2,175	–	–	0.01%	306
2025 Q4	$64K	Hold	2,175	–	–	0.01%	302
2025 Q3	$63K	Hold	2,175	–	–	0.01%	303
2025 Q2	$60K	Hold	2,175	–	–	0.01%	307
2025 Q1	$58K	Buy	2,175 +408	+23%	+$11K	0.01%	303
2024 Q4	$46K	Hold	1,767	–	–	0.01%	311
2024 Q3	$47K	Sell	1,767 -2,001	-53%	-$51.4K	0.01%	303
2024 Q2	$93K	Sell	3,768 -402	-10%	-$9.93K	0.02%	250
2024 Q1	$106K	Hold	4,170	–	–	0.02%	240
2023 Q4	$97K	Hold	4,170	–	–	0.02%	243
2023 Q3	$90K	Hold	4,170	–	–	0.02%	246
2023 Q2	$93K	Hold	4,170	–	–	0.02%	239
2023 Q1	$91K	Hold	4,170	–	–	0.02%	239
2022 Q4	$92K	Hold	4,170	–	–	0.02%	243
2022 Q3	$81K	Hold	4,170	–	–	0.02%	249
2022 Q2	$87K	Hold	4,170	–	–	0.02%	253
2022 Q1	$99K	Hold	4,170	–	–	0.02%	256
2021 Q4	$102K	Hold	4,170	–	–	0.02%	254
2021 Q3	$94K	Buy	+4,170	New	+$96.5K	0.02%	248
2021 Q2	–	Sell	-6	Closed	–	–	508
2021 Q1	$0	Buy	+6	New	+$125	﹤0.01%	534
2020 Q2	–	Sell	-2,766	Closed	-$41K	–	444
2020 Q1	$41K	Buy	2,766 +447	+19%	+$8.2K	0.01%	279
2019 Q4	$46K	Hold	2,319	–	–	0.01%	299
2019 Q3	$44K	Buy	2,319 +603	+35%	+$11.3K	0.01%	294
2019 Q2	$32K	Hold	1,716	–	–	0.01%	313
2019 Q1	$31K	Buy	1,716 +441	+35%	+$7.83K	0.01%	309
2018 Q4	$21K	Sell	1,275 -279	-18%	-$4.94K	0.01%	333
2018 Q3	$29K	Sell	1,554 -2,406	-61%	-$44.6K	0.01%	333
2018 Q2	$70K	Buy	3,960 +279	+8%	+$4.98K	0.02%	262
2018 Q1	$65K	Buy	3,681 +1,050	+40%	+$19.2K	0.02%	273
2017 Q4	$48K	Hold	2,631	–	–	0.02%	303
2017 Q3	$45K	Sell	2,631 -240	-8%	-$4.06K	0.02%	294
2017 Q2	$48K	Sell	2,871 -1,329	-32%	-$22.1K	0.02%	280
2017 Q1	$70K	Buy	+4,200	New	+$69K	0.03%	250

Other funds holding SCHV

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

MGIA

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

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

Hanson & Doremus Investment Management held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 2,175 shares worth $76K. The position accounts for 0.01% of the portfolio, ranked #294.

Hanson & Doremus Investment Management first reported a position in SCHV in Q1 2017 and has held it in 34 quarters since. The position peaked at $106K in Q1 2024. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Hanson & Doremus Investment Management held 2,175 shares of Schwab US Large-Cap Value ETF worth $76K as of Q2 2026.
Hanson & Doremus Investment Management left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.01% of Hanson & Doremus Investment Management's portfolio in Q2 2026, its #294 holding.
Hanson & Doremus Investment Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2017 and has held it in 34 quarters since.
Hanson & Doremus Investment Management's Schwab US Large-Cap Value ETF position peaked at $106K in Q1 2024.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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