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Disclosery

Payne Capital LLC: SCHZ position timeline

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

Payne Capital LLC held 28,558 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,558 shares
    Change vs previous 13F +1 shares

    0.55% of the 13F portfolio, value $660,539.

    13F-HR 0001754960-26-000746 filed by Payne Capital 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 28,557 shares
    Change vs previous 13F +5,838 shares

    0.61% of the 13F portfolio, value $663,109.

    13F-HR 0001754960-26-000276 filed by Payne Capital 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 22,719 shares
    Change vs previous 13F +227 shares

    0.54% of the 13F portfolio, value $530,936.

    13F-HR 0001754960-26-000091 filed by Payne Capital 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 22,492 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $527,887.

    13F-HR 0001754960-25-000754 filed by Payne Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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