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

HM Payson & Co’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$97.5K Hold
3,312
– – ﹤0.01% 576
2026
Q1 		$84.9K Sell
3,312
-54
-2% -$1.45K ﹤0.01% 591
2025
Q4 		$90.6K Buy
3,366
+738
+28% +$19.7K ﹤0.01% 584
2025
Q3 		$69.2K Hold
2,628
– – ﹤0.01% 631
2025
Q2 		$64.2K Hold
2,628
– – ﹤0.01% 607
2025
Q1 		$58K Hold
2,628
– – ﹤0.01% 625
2024
Q4 		$60.9K Hold
2,628
– – ﹤0.01% 611
2024
Q3 		$59.4K Hold
2,628
– – ﹤0.01% 599
2024
Q2 		$56.3K Sell
2,628
-5,244
-67% -$108K ﹤0.01% 581
2024
Q1 		$163K Hold
7,872
– – ﹤0.01% 435
2023
Q4 		$148K Sell
7,872
-1,095
-12% -$19.2K ﹤0.01% 431
2023
Q3 		$151K Buy
8,967
+2,271
+34% +$39.8K ﹤0.01% 421
2023
Q2 		$117K Hold
6,696
– – ﹤0.01% 454
2023
Q1 		$108K Hold
6,696
– – ﹤0.01% 466
2022
Q4 		$101K Sell
6,696
-11,658
-64% -$176K ﹤0.01% 462
2022
Q3 		$259K Sell
18,354
-627
-3% -$9.84K 0.01% 329
2022
Q2 		$283K Buy
18,981
+18,927
+35,050% +$307K 0.01% 318
2022
Q1 		$1K Hold
54
– – ﹤0.01% 1029
2021
Q4 		$1K Hold
54
– – ﹤0.01% 1057
2021
Q3 		$1K Hold
54
– – ﹤0.01% 1061
2021
Q2 		$1K Sell
54
-1,374
-96% -$23.2K ﹤0.01% 1066
2021
Q1 		$23K Buy
+1,428
New +$22.4K ﹤0.01% 726
2019
Q4 		– Sell
-3,000
Closed -$35K – 965
2019
Q3 		$35K Buy
+3,000
New +$35.4K ﹤0.01% 645

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

HM Payson & Co held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 3,312 shares worth $97.5K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

HM Payson & Co first reported a position in SCHX in Q3 2019 and has held it in 23 quarters since. The position peaked at $283K in Q2 2022. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • HM Payson & Co held 3,312 shares of Schwab US Large- Cap ETF worth $97.5K as of Q2 2026.
  • HM Payson & Co left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #576 holding.
  • HM Payson & Co first reported a position in Schwab US Large- Cap ETF in Q3 2019 and has held it in 23 quarters since.
  • HM Payson & Co's Schwab US Large- Cap ETF position peaked at $283K in Q2 2022.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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