A detailed history of Hm Payson & CO transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Hm Payson & CO holds 4,288 shares of SCHG stock, worth $136,101. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,288
Previous 944 354.24%
Holding current value
$136,101
Previous $23,000 491.3%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 17, 2025

BUY
$28.92 - $32.19 $96,708 - $107,643
3,344 Added 354.24%
4,288 $136,000
Q2 2025

Oct 17, 2025

SELL
$22.27 - $29.21 $74,470 - $97,678
-3,344 Reduced 77.99%
944 $27,000
Q4 2024

Feb 07, 2025

BUY
$25.93 - $105.3 $18,358 - $74,552
708 Added 300.0%
944 $26,000
Q3 2024

Oct 28, 2024

SELL
$92.63 - $105.69 $10,837 - $12,365
-117 Reduced 33.14%
236 $24,000
Q2 2024

Aug 13, 2024

SELL
$87.04 - $101.61 $87 - $101
-1 Reduced 0.28%
353 $35,000
Q1 2024

Jun 20, 2024

SELL
$80.6 - $93.32 $12,090 - $13,997
-150 Reduced 29.76%
354 $32,000
Q3 2023

Nov 06, 2023

BUY
$71.99 - $78.02 $36,282 - $39,322
504 New
504 $36,000

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
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More about SCHG
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