HPC
SCHR

HM Payson & Co’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

HM Payson & Co’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.9K Hold
1,454
– – ﹤0.01% 777
2026
Q1 		$36.2K Buy
+1,454
New +$36.4K ﹤0.01% 753
2021
Q2 		– Sell
-58
Closed -$2K – 1162
2021
Q1 		$2K Buy
+58
New +$1.66K ﹤0.01% 1059

Other funds holding SCHR

CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $312M AUM 14.94% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

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

HM Payson & Co held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q2 2026 at 1,454 shares worth $35.9K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

HM Payson & Co first reported a position in SCHR in Q1 2021 and has held it in 3 quarters since. The position peaked at $36.2K in Q1 2026. 101 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • HM Payson & Co held 1,454 shares of Schwab Intermediately-Term US Treasury ETF worth $35.9K as of Q2 2026.
  • HM Payson & Co left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #777 holding.
  • HM Payson & Co first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2021 and has held it in 3 quarters since.
  • HM Payson & Co's Schwab Intermediately-Term US Treasury ETF position peaked at $36.2K in Q1 2026.
  • 101 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

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