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Schwab Strategic Tr shares owned by Hm Payson & Co

Quarter-by-quarter ownership of Schwab Strategic Tr (SMBS) shares owned by Hm Payson & Co from 13F filings

Historical chart of Hm Payson & Co investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 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 by Hm Payson & Co

Quarter filed Position value Share count Share price at filing
2026-03-31 $32k 1.3k 25.55

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Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
CacheTech
Adams Wealth Management
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Creative Planning
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CoreCap Advisors

View all funds holding Schwab Strategic Tr