Hanson & Doremus Investment Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $63K | Hold |
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|
2025
Q2 | $60K | Hold |
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|
2025
Q1 | $58K | Buy |
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|
2024
Q4 | $46K | Hold |
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|
2024
Q3 | $47K | Sell |
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|
2024
Q2 | $93K | Sell |
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|
2024
Q1 | $106K | Hold |
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|
2023
Q4 | $97K | Hold |
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|
2023
Q3 | $90K | Hold |
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|
2023
Q2 | $93K | Hold |
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|
2023
Q1 | $91K | Hold |
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|
2022
Q4 | $92K | Hold |
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|
2022
Q3 | $81K | Hold |
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|
2022
Q2 | $87K | Hold |
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|
2022
Q1 | $99K | Hold |
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|
2021
Q4 | $102K | Hold |
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|
2021
Q3 | $94K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $0 | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $41K | Buy |
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|
2019
Q4 | $46K | Hold |
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|
2019
Q3 | $44K | Buy |
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|
2019
Q2 | $32K | Hold |
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|
2019
Q1 | $31K | Buy |
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|
2018
Q4 | $21K | Sell |
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|
2018
Q3 | $29K | Sell |
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|
2018
Q2 | $70K | Buy |
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|
2018
Q1 | $65K | Buy |
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|
2017
Q4 | $48K | Hold |
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|
2017
Q3 | $45K | Sell |
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|
2017
Q2 | $48K | Sell |
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|
2017
Q1 | $70K | Buy |
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