HM Payson & Co’s Schwab US Broad Market ETF SCHB Stock Holding History

HM Payson & Co’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$82.3K	Sell	2,841 -679	-19%	-$19K	﹤0.01%	608
2026 Q1	$88.3K	Buy	3,520 +1,639	+87%	+$43K	﹤0.01%	582
2025 Q4	$49.3K	Hold	1,881	–	–	﹤0.01%	691
2025 Q3	$48.4K	Sell	1,881 -3,941	-68%	-$97.5K	﹤0.01%	698
2025 Q2	$139K	Hold	5,822	–	–	﹤0.01%	483
2025 Q1	$125K	Hold	5,822	–	–	﹤0.01%	495
2024 Q4	$132K	Sell	5,822 -1	-0%	-$23	﹤0.01%	491
2024 Q3	$129K	Hold	5,823	–	–	﹤0.01%	487
2024 Q2	$122K	Hold	5,823	–	–	﹤0.01%	477
2024 Q1	$118K	Hold	5,823	–	–	﹤0.01%	477
2023 Q4	$108K	Hold	5,823	–	–	﹤0.01%	485
2023 Q3	$96.8K	Hold	5,823	–	–	﹤0.01%	484
2023 Q2	$100K	Hold	5,823	–	–	﹤0.01%	480
2023 Q1	$92.9K	Hold	5,823	–	–	﹤0.01%	483
2022 Q4	$87K	Hold	5,823	–	–	﹤0.01%	481
2022 Q3	$82K	Hold	5,823	–	–	﹤0.01%	497
2022 Q2	$86K	Hold	5,823	–	–	﹤0.01%	491
2022 Q1	$104K	Sell	5,823 -3	-0.1%	-$53	﹤0.01%	488
2021 Q4	$110K	Hold	5,826	–	–	﹤0.01%	482
2021 Q3	$101K	Hold	5,826	–	–	﹤0.01%	476
2021 Q2	$101K	Buy	+5,826	New	+$98.6K	﹤0.01%	479

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

HM Payson & Co reduced its Schwab US Broad Market ETF (SCHB) stake by 19% in Q2 2026, selling an estimated $19K and leaving 2,841 shares worth $82.3K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

HM Payson & Co first reported a position in SCHB in Q2 2021 and has held it in 21 quarters since. The position peaked at $139K in Q2 2025. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

HM Payson & Co held 2,841 shares of Schwab US Broad Market ETF worth $82.3K as of Q2 2026.
HM Payson & Co sold 679 Schwab US Broad Market ETF shares in Q2 2026, an estimated $19K.
Schwab US Broad Market ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #608 holding.
HM Payson & Co first reported a position in Schwab US Broad Market ETF in Q2 2021 and has held it in 21 quarters since.
HM Payson & Co's Schwab US Broad Market ETF position peaked at $139K in Q2 2025.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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