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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-240	Closed	-$5K	–	485
2025 Q1	$5K	Hold	240	–	–	﹤0.01%	446
2024 Q4	$6K	Hold	240	–	–	﹤0.01%	435
2024 Q3	$5K	Hold	240	–	–	﹤0.01%	413
2024 Q2	$5K	Hold	240	–	–	﹤0.01%	440
2024 Q1	$5K	Hold	240	–	–	﹤0.01%	441
2023 Q4	$5K	Hold	240	–	–	﹤0.01%	433
2023 Q3	$4K	Hold	240	–	–	﹤0.01%	411
2023 Q2	$4K	Hold	240	–	–	﹤0.01%	430
2023 Q1	$4K	Hold	240	–	–	﹤0.01%	445
2022 Q4	$4K	Hold	240	–	–	﹤0.01%	488
2022 Q3	$3K	Hold	240	–	–	﹤0.01%	498
2022 Q2	$4K	Hold	240	–	–	﹤0.01%	500
2022 Q1	$4K	Buy	+240	New	+$4.25K	﹤0.01%	493
2019 Q1	–	Sell	-1,344	Closed	-$13K	–	467
2018 Q4	$13K	Hold	1,344	–	–	﹤0.01%	374
2018 Q3	$16K	Sell	1,344 -3,174	-70%	-$36.1K	0.01%	378
2018 Q2	$15K	Buy	+4,518	New	+$48.7K	﹤0.01%	404

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Hanson & Doremus Investment Management's SCHX Position: Q2 2025 in Review

Hanson & Doremus Investment Management sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2025, closing a stake of 240 shares — an estimated $5K sold.

Hanson & Doremus Investment Management first reported a position in SCHX in Q2 2018 and held it in 16 quarters. The position peaked at $16K in Q3 2018. 1,404 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

Hanson & Doremus Investment Management reported no remaining Schwab US Large- Cap ETF position as of Q2 2025 after selling out during the quarter.
Hanson & Doremus Investment Management sold 240 Schwab US Large- Cap ETF shares in Q2 2025, an estimated $5K.
Hanson & Doremus Investment Management first reported a position in Schwab US Large- Cap ETF in Q2 2018 and held it in 16 quarters.
Hanson & Doremus Investment Management's Schwab US Large- Cap ETF position peaked at $16K in Q3 2018.
1,404 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on Hanson & Doremus Investment Management's 13F filing for Q2 2025, filed 17 Jul 2025.