HDIM
Hanson & Doremus Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-240
| Closed | -$5K | – | 485 |
|
|
2025
Q1 | $5K | Hold |
240
| – | – | ﹤0.01% | 446 |
|
|
2024
Q4 | $6K | Buy |
240
+160
| +200% | +$4K | ﹤0.01% | 435 |
|
|
2024
Q3 | $5K | Hold |
80
| – | – | ﹤0.01% | 413 |
|
|
2024
Q2 | $5K | Hold |
80
| – | – | ﹤0.01% | 440 |
|
|
2024
Q1 | $5K | Hold |
80
| – | – | ﹤0.01% | 441 |
|
|
2023
Q4 | $5K | Hold |
80
| – | – | ﹤0.01% | 433 |
|
|
2023
Q3 | $4K | Hold |
80
| – | – | ﹤0.01% | 411 |
|
|
2023
Q2 | $4K | Hold |
80
| – | – | ﹤0.01% | 430 |
|
|
2023
Q1 | $4K | Hold |
80
| – | – | ﹤0.01% | 445 |
|
|
2022
Q4 | $4K | Hold |
80
| – | – | ﹤0.01% | 488 |
|
|
2022
Q3 | $3K | Hold |
80
| – | – | ﹤0.01% | 498 |
|
|
2022
Q2 | $4K | Hold |
80
| – | – | ﹤0.01% | 500 |
|
|
2022
Q1 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 493 |
|
|
2019
Q1 | – | Sell |
-224
| Closed | -$13K | – | 467 |
|
|
2018
Q4 | $13K | Hold |
224
| – | – | ﹤0.01% | 374 |
|
|
2018
Q3 | $16K | Sell |
224
-529
| -70% | -$37.8K | 0.01% | 378 |
|
|
2018
Q2 | $15K | Buy |
+753
| New | +$15K | ﹤0.01% | 404 |
|