HM Payson & Co’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$81.6K	Hold	2,251	–	–	﹤0.01%	610
2026 Q1	$74.2K	Buy	2,251 +250	+12%	+$8.54K	﹤0.01%	612
2025 Q4	$65.5K	Buy	2,001 +23	+1%	+$767	﹤0.01%	642
2025 Q3	$66K	Hold	1,978	–	–	﹤0.01%	635
2025 Q2	$59.6K	Hold	1,978	–	–	﹤0.01%	620
2025 Q1	$54.5K	Hold	1,978	–	–	﹤0.01%	632
2024 Q4	$52.7K	Hold	1,978	–	–	﹤0.01%	635
2024 Q3	$57.7K	Hold	1,978	–	–	﹤0.01%	605
2024 Q2	$52.5K	Hold	1,978	–	–	﹤0.01%	594
2024 Q1	$49.9K	Hold	1,978	–	–	﹤0.01%	595
2023 Q4	$49K	Hold	1,978	–	–	﹤0.01%	604
2023 Q3	$47.4K	Sell	1,978 -15	-0.8%	-$372	﹤0.01%	585
2023 Q2	$49.1K	Hold	1,993	–	–	﹤0.01%	577
2023 Q1	$48.9K	Hold	1,993	–	–	﹤0.01%	576
2022 Q4	$47.2K	Buy	1,993 +1	+0.1%	+$23	﹤0.01%	559
2022 Q3	$45K	Hold	1,992	–	–	﹤0.01%	589
2022 Q2	$51K	Hold	1,992	–	–	﹤0.01%	574
2022 Q1	$55K	Hold	1,992	–	–	﹤0.01%	586
2021 Q4	$59K	Buy	1,992 +1,978	+14,129%	+$60.4K	﹤0.01%	581
2021 Q3	$0	Hold	14	–	–	﹤0.01%	1122
2021 Q2	$0	Sell	14 -349	-96%	-$11.3K	﹤0.01%	1159
2021 Q1	$12K	Buy	+363	New	+$11.8K	﹤0.01%	852

Other funds holding SCHE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

HM Payson & Co held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q2 2026 at 2,251 shares worth $81.6K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

HM Payson & Co first reported a position in SCHE in Q1 2021 and has held it in 22 quarters since. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

HM Payson & Co held 2,251 shares of Schwab Emerging Markets Equity ETF worth $81.6K as of Q2 2026.
HM Payson & Co left its Schwab Emerging Markets Equity ETF share count unchanged in Q2 2026.
Schwab Emerging Markets Equity ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #610 holding.
HM Payson & Co first reported a position in Schwab Emerging Markets Equity ETF in Q1 2021 and has held it in 22 quarters since.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

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