HPC
SCHM icon

HM Payson & Co’s Schwab US Mid-Cap ETF SCHM Stock Holding History

HM Payson & Co’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-897
Closed -$24.3K – 1024
2024
Q1 		$24.3K Hold
897
– – ﹤0.01% 716
2023
Q4 		$22.5K Sell
897
-1,188
-57% -$27.2K ﹤0.01% 719
2023
Q3 		$47.1K Sell
2,085
-915
-31% -$21.7K ﹤0.01% 586
2023
Q2 		$71.1K Sell
3,000
-786
-21% -$17.7K ﹤0.01% 530
2023
Q1 		$85.7K Buy
+3,786
New +$87.2K ﹤0.01% 493
2020
Q1 		– Sell
-1,575
Closed -$32K – 968
2019
Q4 		$32K Hold
1,575
– – ﹤0.01% 651
2019
Q3 		$30K Buy
+1,575
New +$29.8K ﹤0.01% 668

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

HM Payson & Co's SCHM Position: Q2 2024 in Review

HM Payson & Co sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2024, closing a stake of 897 shares — an estimated $24.3K sold.

HM Payson & Co first reported a position in SCHM in Q3 2019 and held it in 7 quarters. The position peaked at $85.7K in Q1 2023. 855 funds tracked by Wall St. Rank hold SCHM as of Q2 2024.

  • HM Payson & Co reported no remaining Schwab US Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • HM Payson & Co sold 897 Schwab US Mid-Cap ETF shares in Q2 2024, an estimated $24.3K.
  • HM Payson & Co first reported a position in Schwab US Mid-Cap ETF in Q3 2019 and held it in 7 quarters.
  • HM Payson & Co's Schwab US Mid-Cap ETF position peaked at $85.7K in Q1 2023.
  • 855 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2024.

Based on HM Payson & Co's 13F filing for Q2 2024, filed 13 Aug 2024.