HM Payson & Co’s Schwab US REIT ETF SCHH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.85K	Hold	289	–	–	﹤0.01%	958
2026 Q1	$6.22K	Buy	+289	New	+$6.34K	﹤0.01%	959
2025 Q1	–	Sell	-300	Closed	-$6.32K	–	1070
2024 Q4	$6.32K	Buy	+300	New	+$6.71K	﹤0.01%	882
2023 Q3	–	Sell	-8	Closed	-$164	–	1044
2023 Q2	$164	Hold	8	–	–	﹤0.01%	979
2023 Q1	$163	Hold	8	–	–	﹤0.01%	1001
2022 Q4	$159	Hold	8	–	–	﹤0.01%	919
2022 Q3	$0	Hold	8	–	–	﹤0.01%	1068
2022 Q2	$0	Hold	8	–	–	﹤0.01%	1127
2022 Q1	$0	Hold	8	–	–	﹤0.01%	1139
2021 Q4	$0	Hold	8	–	–	﹤0.01%	1153
2021 Q3	$0	Hold	8	–	–	﹤0.01%	1124
2021 Q2	$0	Sell	8 -190	-96%	-$4.22K	﹤0.01%	1161
2021 Q1	$4K	Buy	+198	New	+$3.87K	﹤0.01%	981

Other funds holding SCHH

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $1.1B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

HM Payson & Co held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 289 shares worth $6.85K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

HM Payson & Co first reported a position in SCHH in Q1 2021 and has held it in 13 quarters since. 588 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

HM Payson & Co held 289 shares of Schwab US REIT ETF worth $6.85K as of Q2 2026.
HM Payson & Co left its Schwab US REIT ETF share count unchanged in Q2 2026.
Schwab US REIT ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #958 holding.
HM Payson & Co first reported a position in Schwab US REIT ETF in Q1 2021 and has held it in 13 quarters since.
588 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

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