Payne Capital’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Payne Capital’s Portfolio SCHQ Stock Details SCHQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.03M	Buy	+106,516	New	+$3.2M	2.47%	10

Other funds holding SCHQ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Carolina Wealth Advisors Myrtle Beach, South Carolina $263M AUM 16.19% 1-Year Est. Return

Werba Rubin Papier Wealth Management San Jose, California $847M AUM 17.59% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

Professional Financial Management Appleton, Wisconsin $98.2M AUM 2.59% 1-Year Est. Return

Payne Capital's SCHQ Position: Q3 2026 in Review

Payne Capital opened a new position in Schwab Long-Term US Treasury ETF (SCHQ) in Q3 2026: 106,516 shares worth $3.03M. The stake represents 2.47% of the portfolio and ranks #10 among its holdings.

78 funds tracked by Wall St. Rank hold SCHQ as of Q3 2026.

Payne Capital held 106,516 shares of Schwab Long-Term US Treasury ETF worth $3.03M as of Q3 2026.
Schwab Long-Term US Treasury ETF was a new Payne Capital position in Q3 2026.
Schwab Long-Term US Treasury ETF made up 2.47% of Payne Capital's portfolio in Q3 2026, its #10 holding.
78 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q3 2026.

Based on Payne Capital's 13F filing for Q3 2026, filed 10 Nov 2026.