Pioneer Wealth Management Group Schwab Us Aggregate Bond ETF Transaction History
Pioneer Wealth Management Group
- $188 Billion
- Q2 2024
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 332,007 shares of SCHZ stock, worth $15.6 Million. This represents 8.04% of its overall portfolio holdings.
Number of Shares
332,007
Previous 288,019
15.27%
Holding current value
$15.6 Million
Previous $13.2 Billion
14.22%
% of portfolio
8.04%
Previous 7.57%
Shares
7 transactions
Others Institutions Holding SCHZ
# of Institutions
625Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.58 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$264 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$159 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$126 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$121 Million16.7% of portfolio