Payne Capital »

Schwab Strategic Tr cmn shares owned by Payne Capital

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Payne Capital from 13F filings

Historical chart of Payne Capital investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr cmn by Payne Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $462k 15k 30.50

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 cmn

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Vantagepoint Investment Advisers
Moneta Group Investment Advisors
Betterment
Cetera Investment Advisers
Gemmer Asset Management
LPL Financial
Savant Capital Management
Creative Planning

View all funds holding Schwab Strategic Tr cmn