Pioneer Wealth Management Group Schwab Us Aggregate Bond ETF Transaction History
Pioneer Wealth Management Group
- $232 Billion
- Q1 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 1,965,005 shares of SCHZ stock, worth $45.5 Million. This represents 19.6% of its overall portfolio holdings.
Number of Shares
1,965,005
Previous 546,321
259.68%
Holding current value
$45.5 Million
Previous $26 Billion
75.3%
% of portfolio
19.6%
Previous 12.38%
Shares
9 transactions
Others Institutions Holding SCHZ
# of Institutions
687Shares Held
167MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$271 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$151 Million5.36% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
-
Charles Schwab Trust CO5.41MShares$125 Million10.66% of portfolio