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HM Payson & Co’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

HM Payson & Co’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-52
Closed -$1.22K – 1203
2025
Q4 		$1.22K Buy
+52
New +$1.22K ﹤0.01% 1103

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HM Payson & Co's SCHZ Position: Q1 2026 in Review

HM Payson & Co sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2026, closing a stake of 52 shares — an estimated $1.22K sold.

HM Payson & Co first reported a position in SCHZ in Q4 2025 and held it in 1 quarter. The position peaked at $1.22K in Q4 2025. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • HM Payson & Co reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • HM Payson & Co sold 52 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $1.22K.
  • HM Payson & Co first reported a position in Schwab US Aggregate Bond ETF in Q4 2025 and held it in 1 quarter.
  • HM Payson & Co's Schwab US Aggregate Bond ETF position peaked at $1.22K in Q4 2025.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on HM Payson & Co's 13F filing for Q1 2026, filed 13 Apr 2026.