Payne Capital LLC Schwab Us Aggregate Bond ETF Transaction History

Payne Capital LLC

$98.6 Billion
Q3 2025

A detailed history of Payne Capital LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Payne Capital LLC holds 22,492 shares of SCHZ stock, worth $529,911. This represents 0.54% of its overall portfolio holdings.

Number of Shares

22,492

Holding current value

$529,911

% of portfolio

0.54%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 04, 2025	BUY	$22.9 - $23.58 $515,066 - $530,361	22,492 New	22,492 $528 Million

Others Institutions Holding SCHZ

# of Institutions

720

Shares Held

172M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

12.3M
Shares

$289 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.45M
Shares

$176 Million
0.04% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

7.38M
Shares

$174 Million
18.39% of portfolio
Avantax Planning Partners, Inc.

7.18M
Shares

$169 Million
4.89% of portfolio
Charles Schwab Trust CO

5.95M
Shares

$140 Million
9.71% of portfolio

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

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