Skip to content
Disclosery

Payne Capital Management, LLC: SCHV position timeline

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

Payne Capital Management, LLC held 560,537 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 560,537 shares
    Change vs previous 13F +16,847 shares

    5.2% of the 13F portfolio, value $19,512,301.

    13F-HR 0001994332-26-000003 filed by Payne Capital Management, 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 543,690 shares
    Change vs previous 13F +14,029 shares

    5.02% of the 13F portfolio, value $16,582,542.

    13F-HR 0001994332-26-000002 filed by Payne Capital Management, 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 529,661 shares
    Change vs previous 13F +21,904 shares

    4.95% of the 13F portfolio, value $15,683,248.

    13F-HR 0001994332-26-000001 filed by Payne Capital Management, 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 507,757 shares
    Change vs previous 13F +42,202 shares

    4.76% of the 13F portfolio, value $14,780,818.

    13F-HR 0001994332-25-000003 filed by Payne Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 465,555 shares
    Change vs previous 13F +2,783 shares

    4.96% of the 13F portfolio, value $12,881,903.

    13F-HR 0001085146-25-006011 filed by Payne Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 462,772 shares
    Change vs previous 13F +20,908 shares

    5.24% of the 13F portfolio, value $12,300,478.

    13F-HR 0001085146-25-006010 filed by Payne Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 441,864 shares
    Change vs previous 13F not available

    4.97% of the 13F portfolio, value $11,519,394.

    13F-HR 0001085146-25-006009 filed by Payne Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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