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Hendershot Investments Inc. Last Quarter Change: USA ETF, Reduced

Hendershot Investments Inc. quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Hendershot Investments Inc. opened 2 positions, added to 8, reduced 4, sold out of 0 and left 7 unchanged. The largest increase in value was VTI (+$600,857); the largest decrease was SCHR (-$24,160).

  • SCHB: Country of operation —; Class US BRD MKT ETF; Shares 2026-03-31 87,244; Shares 2026-06-30 85,668.
  • SMH: Country of operation —; Class SEMICONDUCTR ETF; Shares 2026-03-31 800; Shares 2026-06-30 718.
  • SCHM: Country of operation —; Class US MID-CAP ETF; Shares 2026-03-31 24,207; Shares 2026-06-30 23,679.
  • BND: Country of operation —; Class TOTAL BND MRKT; Shares 2026-03-31 13,963; Shares 2026-06-30 13,926.

Two Form 13F-HR filings compared (SEC CIK 1541496): 2026-03-31 (filed 2026-04-27) and 2026-06-30 (filed 2026-08-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
SCHB
SCHWAB STRATEGIC TR
US BRD MKT ETF87,24485,668-1,576$2,189,824$2,480,945+$291,121
SMH
VANECK ETF TRUST
SEMICONDUCTR ETF800718-82$306,720$470,929+$164,209
SCHM
SCHWAB STRATEGIC TR
US MID-CAP ETF24,20723,679-528$749,449$873,045+$123,596
BND
VANGUARD BD INDEX FDS
TOTAL BND MRKT13,96313,926-37$1,028,215$1,022,295-$5,920

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