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HM Payson & Co’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

HM Payson & Co’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.9K Hold
1,498
– – ﹤0.01% 785
2026
Q1 		$34K Buy
+1,498
New +$34.4K ﹤0.01% 772

Other funds holding SCHI

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

HM Payson & Co held its Schwab 5-10 Year Corporate Bond ETF (SCHI) position steady in Q2 2026 at 1,498 shares worth $33.9K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

HM Payson & Co first reported a position in SCHI in Q1 2026 and has held it in 2 quarters since. The position peaked at $34K in Q1 2026. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • HM Payson & Co held 1,498 shares of Schwab 5-10 Year Corporate Bond ETF worth $33.9K as of Q2 2026.
  • HM Payson & Co left its Schwab 5-10 Year Corporate Bond ETF share count unchanged in Q2 2026.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #785 holding.
  • HM Payson & Co first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • HM Payson & Co's Schwab 5-10 Year Corporate Bond ETF position peaked at $34K in Q1 2026.
  • 265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

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