Hm Payson & CO Schwab Strategic Tr Us Broad M Transaction History
Hm Payson & CO
- $5.6 Billion
- Q1 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 5,822 shares of SCHB stock, worth $132,275. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,822
Previous 5,822
-0.0%
Holding current value
$132,275
Previous $132,000
5.3%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,294Shares Held
488MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.33 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$392 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$272 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$270 Million3.28% of portfolio
-
Evensky & Katz LLC9.02MShares$205 Million13.03% of portfolio