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HM Payson & Co’s Schwab US TIPS ETF SCHP Stock Holding History

HM Payson & Co’s Portfolio SCHP Stock Details SCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.66K Hold
176
– – ﹤0.01% 992
2026
Q1 		$4.68K Buy
176
+164
+1,367% +$4.38K ﹤0.01% 982
2025
Q4 		$318 Buy
+12
New +$322 ﹤0.01% 1126
2025
Q1 		– Sell
-500
Closed -$12.9K – 1071
2024
Q4 		$12.9K Buy
+500
New +$13.1K ﹤0.01% 821
2023
Q3 		– Sell
-18
Closed -$473 – 1045
2023
Q2 		$473 Hold
18
– – ﹤0.01% 965
2023
Q1 		$479 Hold
18
– – ﹤0.01% 980
2022
Q4 		$463 Sell
18
-25,600
-100% -$670K ﹤0.01% 902
2022
Q3 		$663K Buy
25,618
+25,600
+142,222% +$712K 0.02% 220
2022
Q2 		$0 Buy
18
+2
+13% +$58 ﹤0.01% 1128
2022
Q1 		$1K Hold
16
– – ﹤0.01% 1028
2021
Q4 		$1K Hold
16
– – ﹤0.01% 1056
2021
Q3 		$1K Hold
16
– – ﹤0.01% 1060
2021
Q2 		$1K Sell
16
-506
-97% -$15.7K ﹤0.01% 1065
2021
Q1 		$16K Buy
+522
New +$16.1K ﹤0.01% 811
2020
Q1 		– Sell
-700
Closed -$20K – 969
2019
Q4 		$20K Buy
+700
New +$19.8K ﹤0.01% 719

Other funds holding SCHP

QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

HM Payson & Co held its Schwab US TIPS ETF (SCHP) position steady in Q2 2026 at 176 shares worth $4.66K. The position accounts for ﹤0.01% of the portfolio, ranked #992.

HM Payson & Co first reported a position in SCHP in Q4 2019 and has held it in 15 quarters since. The position peaked at $663K in Q3 2022. 149 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • HM Payson & Co held 176 shares of Schwab US TIPS ETF worth $4.66K as of Q2 2026.
  • HM Payson & Co left its Schwab US TIPS ETF share count unchanged in Q2 2026.
  • Schwab US TIPS ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #992 holding.
  • HM Payson & Co first reported a position in Schwab US TIPS ETF in Q4 2019 and has held it in 15 quarters since.
  • HM Payson & Co's Schwab US TIPS ETF position peaked at $663K in Q3 2022.
  • 149 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

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