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Schwab Strategic Tr 1 5yr corp bd shares owned by Hm Payson & Co

Quarter-by-quarter ownership of Schwab Strategic Tr 1 5yr corp bd (SCHJ) shares owned by Hm Payson & Co from 13F filings

Historical chart of Hm Payson & Co investment in Schwab Strategic Tr 1 5yr corp bd

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All positions including Schwab Strategic Tr 1 5yr corp bd held by Hm Payson & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr 1 5yr corp bd by Hm Payson & Co

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.5M 75k 46.97
2023-06-30 $3.5M 75k 47.27
2023-03-31 $3.1M 65k 47.57
2022-12-31 $3.0M 65k 46.89

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Spdr Ser Tr Bloomberg 3-12 M (BILS)
Home Depot (HD)
Mastercard Incorporated Cl A (MA)
Cdw (CDW)
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McDonald's Corporation (MCD)
Abbvie (ABBV)
Visa Com Cl A (V)
Lam Research Corporation (LRCX)

View all positions for Hm Payson & Co

Top funds holding Schwab Strategic Tr 1 5yr corp bd

Charles Schwab Investment Management
Bank of America Corporation
Columbus Macro
TAP Consulting
Modera Wealth Management
Greenup Street Wealth Management
HighTower Advisors
Jane Street
White Wing Wealth Management
Kades & Cheifetz
Jpmorgan Chase & Co
LPL Financial
National Asset Management
Essex
AlphaStar Capital Management

View all funds holding Schwab Strategic Tr 1 5yr corp bd