A detailed history of Payne Capital Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Payne Capital Management, LLC holds 465,555 shares of SCHV stock, worth $13.5 Million. This represents 4.96% of its overall portfolio holdings.

Number of Shares
465,555
Previous 462,772 0.6%
Holding current value
$13.5 Million
Previous $12.3 Billion 4.73%
% of portfolio
4.96%
Previous 5.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Nov 25, 2025

BUY
$23.55 - $27.67 $65,539 - $77,005
2,783 Added 0.6%
465,555 $12.9 Billion
Q1 2025

Nov 25, 2025

BUY
$25.77 - $27.6 $538,799 - $577,060
20,908 Added 4.73%
462,772 $12.3 Billion
Q4 2024

Nov 25, 2025

BUY
$25.79 - $80.4 $11.4 Million - $35.5 Million
441,864 New
441,864 $11.5 Billion

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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