HPC
SCHA icon

HM Payson & Co’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

HM Payson & Co’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.5K Sell
624
-296
-32% -$9.78K ﹤0.01% 842
2026
Q1 		$26.8K Buy
920
+900
+4,500% +$27K ﹤0.01% 806
2025
Q4 		$570 Buy
+20
New +$565 ﹤0.01% 1120
2024
Q2 		– Sell
-472
Closed -$11.6K – 1023
2024
Q1 		$11.6K Sell
472
-324
-41% -$7.59K ﹤0.01% 808
2023
Q4 		$18.8K Sell
796
-564
-41% -$11.9K ﹤0.01% 749
2023
Q3 		$28.2K Buy
1,360
+492
+57% +$10.8K ﹤0.01% 684
2023
Q2 		$19K Hold
868
– – ﹤0.01% 736
2023
Q1 		$18.2K Hold
868
– – ﹤0.01% 729
2022
Q4 		$17.6K Hold
868
– – ﹤0.01% 689
2022
Q3 		$16K Sell
868
-2,904
-77% -$60.7K ﹤0.01% 730
2022
Q2 		$74K Buy
3,772
+2,904
+335% +$62.1K ﹤0.01% 517
2022
Q1 		$21K Hold
868
– – ﹤0.01% 742
2021
Q4 		$22K Hold
868
– – ﹤0.01% 747
2021
Q3 		$22K Hold
868
– – ﹤0.01% 728
2021
Q2 		$23K Sell
868
-584
-40% -$14.9K ﹤0.01% 718
2021
Q1 		$36K Buy
1,452
+612
+73% +$15.1K ﹤0.01% 668
2020
Q4 		$19K Hold
840
– – ﹤0.01% 779
2020
Q3 		$14K Hold
840
– – ﹤0.01% 790
2020
Q2 		$14K Hold
840
– – ﹤0.01% 717
2020
Q1 		$11K Hold
840
– – ﹤0.01% 727
2019
Q4 		$16K Sell
840
-1,000
-54% -$18.1K ﹤0.01% 749
2019
Q3 		$32K Buy
1,840
+1,000
+119% +$17.7K ﹤0.01% 660
2019
Q2 		$15K Buy
+840
New +$14.9K ﹤0.01% 768

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

HM Payson & Co's SCHA Position: Q2 2026 in Review

HM Payson & Co reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 32% in Q2 2026, selling an estimated $9.78K and leaving 624 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

HM Payson & Co first reported a position in SCHA in Q2 2019 and has held it in 23 quarters since. The position peaked at $74K in Q2 2022. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • HM Payson & Co held 624 shares of Schwab U.S Small- Cap ETF worth $22.5K as of Q2 2026.
  • HM Payson & Co sold 296 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $9.78K.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #842 holding.
  • HM Payson & Co first reported a position in Schwab U.S Small- Cap ETF in Q2 2019 and has held it in 23 quarters since.
  • HM Payson & Co's Schwab U.S Small- Cap ETF position peaked at $74K in Q2 2022.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.