Hm Payson & CO Schwab Strategic Tr Us Broad M Transaction History

Hm Payson & CO

  • $6.76 Billion
  • Q3 2025

A detailed history of Hm Payson & CO transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Hm Payson & CO holds 1,881 shares of SCHB stock, worth $48,567. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,881
Previous 5,822 67.69%
Holding current value
$48,567
Previous $125,000 61.6%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
SELL
$23.82 - $25.84 $93,874 - $101,835
-3,941 Reduced 67.69%
1,881 $48,000
Q2 2025

Oct 17, 2025
BUY
$19.1 - $23.83 $75,273 - $93,914
3,941 Added 209.52%
5,822 $138,000
Q4 2024

Feb 07, 2025
BUY
$22.01 - $66.82 $85,420 - $259,328
3,881 Added 199.95%
5,822 $132,000
Q1 2022

May 12, 2022
BUY
$49.15 - $56.85 $47,675 - $55,144
970 Added 99.9%
1,941 $104,000
Q2 2021

Aug 17, 2021
BUY
$48.92 - $52.14 $47,501 - $50,627
971 New
971 $101,000

Others Institutions Holding SCHB

# of Institutions
1,376
Shares Held
499M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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