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Disclosery

Payne Capital LLC: SCHX position timeline

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

Payne Capital LLC held 368,774 SCHX 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 368,774 shares
    Change vs previous 13F -84,463 shares

    9.04% of the 13F portfolio, value $10,853,007.

    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 453,237 shares
    Change vs previous 13F +313,605 shares

    10.67% of the 13F portfolio, value $11,621,012.

    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 139,632 shares
    Change vs previous 13F +29,283 shares

    3.83% of the 13F portfolio, value $3,757,486.

    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 110,349 shares
    Change vs previous 13F not available

    2.95% of the 13F portfolio, value $2,906,582.

    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).