Payne Capital LLC Schwab Strategic U.S. Mid Cap Transaction History

Payne Capital LLC

$98.6 Billion
Q3 2025

A detailed history of Payne Capital LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Payne Capital LLC holds 28,384 shares of SCHM stock, worth $838,463. This represents 0.85% of its overall portfolio holdings.

Number of Shares

28,384

Holding current value

$838,463

% of portfolio

0.85%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 04, 2025	BUY	$28.15 - $30.13 $799,009 - $855,209	28,384 New	28,384 $841 Million

Others Institutions Holding SCHM

# of Institutions

1,056

Shares Held

282M

Call Options Held

9.4K

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

60.4M
Shares

$1.78 Billion
3.39% of portfolio
Creative Planning Overland Park, KS

29.6M
Shares

$874 Million
0.72% of portfolio
High Tower Advisors, LLC Chicago, IL

10.6M
Shares

$313 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

10.3M
Shares

$303 Million
0.21% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

9.47M
Shares

$280 Million
3.22% of portfolio

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Payne Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on Payne Capital LLC with notifications on news.

Account