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Livermore
Livermore
ZHEN

HM Payson & Co

SEC CIK
0000928052
Latest filing
Jul 17, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by HM Payson & Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q2 2026)
18,394
Value
$1.70M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SCHW by HM Payson & Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,394$1.70M<0.1%+1,150+6.7%AddedHolders
Q1 202617,244$1.62M<0.1%−98−0.6%ReducedHolders
Q4 202517,342$1.73M<0.1%+106+0.6%AddedHolders
Q3 202517,236$1.65M<0.1%−538−3.0%ReducedHolders
Q2 202517,774$1.62M<0.1%−1,497−7.8%ReducedHolders
Q1 202519,271$1.51M<0.1%+130+0.7%AddedHolders
Q4 202419,141$1.42M<0.1%−1,934−9.2%ReducedHolders
Q3 202421,075$1.37M<0.1%−294−1.4%ReducedHolders
Q2 202421,369$1.57M<0.1%−129−0.6%ReducedHolders
Q1 202421,498$1.56M<0.1%−1,197−5.3%ReducedHolders
Q4 202322,695$1.56M<0.1%+766+3.5%AddedHolders
Q3 202321,929$1.20M<0.1%+851+4.0%AddedHolders
Q2 202321,078$1.19M<0.1%−118−0.6%ReducedHolders
Q1 202321,196$1.11M<0.1%−830−3.8%ReducedHolders
Q4 202222,026$1.83M<0.1%+779+3.7%AddedHolders
Q3 202221,247$1.53M<0.1%+11+0.1%AddedHolders
Q2 202221,236$1.34M<0.1%+682+3.3%AddedHolders
Q1 202220,554$1.73M<0.1%+125+0.6%AddedHolders
Q4 202120,429$1.72M<0.1%+40.0%AddedHolders
Q3 202120,425$1.49M<0.1%−194−0.9%ReducedHolders
Q2 202120,619$1.50M<0.1%00.0%UnchangedHolders
Q1 202120,619$1.34M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.