Position in SCHW
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,697,213
+$76,623 QoQ
Shares Held
18,394
+6.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#983
of 2,296 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026HM PAYSON & CO holds $20,658,625 across 16 Capital Markets names. SCHW ranks #3 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
72,349 | $15,123,834 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
|
7,405 | $2,085,840 | |
| 3 | SCHW |
Schwab Charles Corp
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|
18,394 | $1,697,213 | |
| 4 | GS |
Goldman Sachs Group Inc
|
505 | $510,741 | |
| 5 | SNEX |
StoneX Group Inc.
|
4,050 | $319,950 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
3,605 | $313,778 | |
| 7 | CLSK |
Cleanspark, Inc.
|
17,703 | $257,578 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
1,176 | $117,928 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,697,213 | 18,394 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,620,590 | 17,244 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,732,638 | 17,342 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,645,520 | 17,236 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,621,698 | 17,774 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $1,508,533 | 19,271 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,416,625 | 19,141 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,365,870 | 21,075 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,574,681 | 21,369 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,555,165 | 21,498 | Shares | Sole | 2024-06-20 | |
| 2023-12-31 | $1,561,416 | 22,695 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,203,902 | 21,929 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,194,701 | 21,078 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,110,246 | 21,196 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,833,884 | 22,026 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,527,021 | 21,247 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,341,690 | 21,236 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,732,907 | 20,554 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,718,078 | 20,429 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,487,757 | 20,425 | Shares | Sole | 2021-11-30 | |
| 2021-06-30 | $1,501,269 | 20,619 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,343,946 | 20,619 | Shares | Sole | 2021-06-15 | |
| 2020-12-31 | $1,148,050 | 21,645 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $798,146 | 22,030 | Shares | Sole | 2020-12-21 | |
| 2020-06-30 | $797,276 | 23,630 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $959,178 | 28,530 | Shares | Sole | 2020-07-01 | |
| No filing history on record for this holder in this stock. | ||||||