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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
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 $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

HM Payson & Co's SCHA Position: Q1 2026 in Review

HM Payson & Co increased its Schwab U.S Small- Cap ETF (SCHA) stake by 4,500% in Q1 2026, buying an estimated $27K and bringing the position to 920 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

HM Payson & Co first reported a position in SCHA in Q2 2019 and has held it in 22 quarters since. The position peaked at $74K in Q2 2022. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • HM Payson & Co held 920 shares of Schwab U.S Small- Cap ETF worth $26.8K as of Q1 2026.
  • HM Payson & Co bought 900 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $27K.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q1 2026, its #806 holding.
  • HM Payson & Co first reported a position in Schwab U.S Small- Cap ETF in Q2 2019 and has held it in 22 quarters since.
  • HM Payson & Co's Schwab U.S Small- Cap ETF position peaked at $74K in Q2 2022.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on HM Payson & Co's 13F filing for Q1 2026, filed 13 Apr 2026.