HPC
SCHV

HM Payson & Co’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

HM Payson & Co’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12K Hold
346
– – ﹤0.01% 911
2026
Q1 		$10.5K Buy
+346
New +$10.8K ﹤0.01% 904

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

HM Payson & Co held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 346 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

HM Payson & Co first reported a position in SCHV in Q1 2026 and has held it in 2 quarters since. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • HM Payson & Co held 346 shares of Schwab US Large-Cap Value ETF worth $12K as of Q2 2026.
  • HM Payson & Co left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #911 holding.
  • HM Payson & Co first reported a position in Schwab US Large-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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