Payne Capital Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Payne Capital Management, LLC
- $259 Billion
- Q2 2025
A detailed history of Payne Capital Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Payne Capital Management, LLC holds 10,011 shares of SCHD stock, worth $272,699. This represents 0.1% of its overall portfolio holdings.
Number of Shares
10,011
Previous 10,011
-0.0%
Holding current value
$272,699
Previous $280 Million
5.22%
% of portfolio
0.1%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,058Shares Held
872MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio