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Disclosery

Payne Capital LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Payne Capital LLC on SCHD, newest first. How the timeline and the estimate are built.

Payne Capital LLC held 236,418 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 236,418 shares
    Change vs previous 13F 0 shares

    6.25% of the 13F portfolio, value $7,496,815.

    13F-HR 0001754960-26-000746 filed by Payne Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 236,418 shares
    Change vs previous 13F +219,303 shares

    6.66% of the 13F portfolio, value $7,253,304.

    13F-HR 0001754960-26-000276 filed by Payne Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,115 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $469,464.

    13F-HR 0001754960-26-000091 filed by Payne Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 17,115 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $467,240.

    13F-HR 0001754960-25-000754 filed by Payne Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).