HM Payson & Co’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$48.6K	Hold	2,012	–	–	﹤0.01%	713
2026 Q1	$48.8K	Buy	+2,012	New	+$49K	﹤0.01%	691
2021 Q1	–	Sell	-3,482	Closed	-$89K	–	1183
2020 Q4	$89K	Hold	3,482	–	–	﹤0.01%	492
2020 Q3	$90K	Hold	3,482	–	–	﹤0.01%	467
2020 Q2	$90K	Buy	+3,482	New	+$89.9K	﹤0.01%	446
2019 Q3	–	Sell	-1,692	Closed	-$43K	–	973
2019 Q2	$43K	Buy	+1,692	New	+$42.5K	﹤0.01%	630

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

HM Payson & Co held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 2,012 shares worth $48.6K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

HM Payson & Co first reported a position in SCHO in Q2 2019 and has held it in 6 quarters since. The position peaked at $90K in Q3 2020. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

HM Payson & Co held 2,012 shares of Schwab Short-Term US Treasury ETF worth $48.6K as of Q2 2026.
HM Payson & Co left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2026.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #713 holding.
HM Payson & Co first reported a position in Schwab Short-Term US Treasury ETF in Q2 2019 and has held it in 6 quarters since.
HM Payson & Co's Schwab Short-Term US Treasury ETF position peaked at $90K in Q3 2020.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

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