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Schwab Strategic Tr intrm trm shares owned by Payne Capital

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Payne Capital from 13F filings

Historical chart of Payne Capital investment in Schwab Strategic Tr intrm trm

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr intrm trm held by Payne Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Payne Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.3M 294k 24.91

More positions owned by Payne Capital

Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
Vanguard Value Etf Etf (VTV)
Schwab Us Dividend Equity Etf Etf (SCHD)
Microsoft Corp Stock (MSFT)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Ishares Dynamic Equity Active Etf Etf (BDYN)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Apple Stock (AAPL)
Vanguard Ultra-short Bond Etf Etf (VUSB)
Alps International Sector Dividend Dogs Etf Etf (IDOG)
Avantis International Equity Etf Etf (AVDE)
State Street Industrial Select Sector Spdr Etf Etf (XLI)

View all positions for Payne Capital

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Ameriprise Financial
Stifel Financial
Bank of America Corporation
Envestnet Asset Management
Exchange Traded Concepts
Cornerstone Wealth Advisors
Moisand Fitzgerald Tamayo
Pacific Sage Partners
Resonant Capital Advisors
State Street Corporation
Crane Advisory
Streettalk Advisors
LPL Financial

View all funds holding Schwab Strategic Tr intrm trm