Hm Payson & CO Schwab Fundamental Intl Small Transaction History

Hm Payson & CO

$5.49 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 17, 2021	SELL	$37.92 - $40.84 $8,759 - $9,434	-231 Reduced 96.25%	9 $0
Q1 2021 Jun 15, 2021	BUY	$34.77 - $38.23 $8,344 - $9,175	240 New	240 $9,000

Others Institutions Holding FNDC

# of Institutions

232

Shares Held

66.2M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

55.9M
Shares

$2.09 Billion
0.37% of portfolio
Victory Capital Management Inc

1M
Shares

$37.5 Million
0.04% of portfolio
Jane Street Group, LLC New York, NY

786K
Shares

$29.4 Million
0.03% of portfolio
Exencial Wealth Advisors, LLC Oklahoma City, OK

670K
Shares

$25.1 Million
0.89% of portfolio
Ghp Investment Advisors, Inc. Denver, CO

473K
Shares

$17.7 Million
0.83% of portfolio

About SCHWAB FUNDAMENTAL INTL SMALL

Ticker FNDC
Sector ETFs
Industry ETFs

More about FNDC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hm Payson & CO, based on Form 13F filings with the SEC.

News

Stay updated on Hm Payson & CO with notifications on news.