HM Payson & Co’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-108,253	Closed	-$2.69M	–	1113
2025 Q2	$2.69M	Sell	108,253 -41,747	-28%	-$1.03M	0.04%	133
2025 Q1	$3.7M	Hold	150,000	–	–	0.06%	120
2024 Q4	$3.66M	Hold	150,000	–	–	0.06%	123
2024 Q3	$3.72M	Hold	150,000	–	–	0.06%	124
2024 Q2	$3.62M	Hold	150,000	–	–	0.07%	123
2024 Q1	$3.62M	Hold	150,000	–	–	0.07%	122
2023 Q4	$3.63M	Hold	150,000	–	–	0.08%	122
2023 Q3	$3.52M	Hold	150,000	–	–	0.08%	115
2023 Q2	$3.55M	Buy	150,000 +20,000	+15%	+$475K	0.08%	114
2023 Q1	$3.09M	Hold	130,000	–	–	0.07%	116
2022 Q4	$3.05M	Buy	+130,000	New	+$3.03M	0.08%	115

Other funds holding SCHJ

Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

MWM

Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WWWM

White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return

HM Payson & Co's SCHJ Position: Q3 2025 in Review

HM Payson & Co sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q3 2025, closing a stake of 108,253 shares — an estimated $2.69M sold.

HM Payson & Co first reported a position in SCHJ in Q4 2022 and held it in 11 quarters. The position peaked at $3.72M in Q3 2024. 113 funds tracked by Wall St. Rank hold SCHJ as of Q3 2025.

HM Payson & Co reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
HM Payson & Co sold 108,253 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2025, an estimated $2.69M.
HM Payson & Co first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2022 and held it in 11 quarters.
HM Payson & Co's Schwab 1-5 Year Corporate Bond ETF position peaked at $3.72M in Q3 2024.
113 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2025.

Based on HM Payson & Co's 13F filing for Q3 2025, filed 17 Oct 2025.