Pioneer Wealth Management Group Schwab Us Aggregate Bond ETF Transaction History
Pioneer Wealth Management Group
- $270 Billion
- Q2 2025
A detailed history of Pioneer Wealth Management Group transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Pioneer Wealth Management Group holds 2,226,231 shares of SCHZ stock, worth $51.6 Million. This represents 19.18% of its overall portfolio holdings.
Number of Shares
2,226,231
Previous 1,965,005
13.29%
Holding current value
$51.6 Million
Previous $45.5 Billion
13.69%
% of portfolio
19.18%
Previous 19.6%
Shares
10 transactions
Others Institutions Holding SCHZ
# of Institutions
704Shares Held
172MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$284 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.45MShares$173 Million0.04% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$171 Million18.39% of portfolio
-
Avantax Planning Partners, Inc.6.99MShares$162 Million5.22% of portfolio
-
Charles Schwab Trust CO5.59MShares$129 Million9.94% of portfolio