Pioneer Wealth Management Group Schwab Us Aggregate Bond ETF Transaction History
Pioneer Wealth Management Group
- $210 Billion
- Q3 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 546,321 shares of SCHZ stock, worth $12.4 Million. This represents 12.38% of its overall portfolio holdings.
Number of Shares
546,321
Previous 332,007
64.55%
Holding current value
$12.4 Million
Previous $15.1 Billion
71.55%
% of portfolio
12.38%
Previous 8.04%
Shares
8 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
83MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.3 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$65.9 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.7 Million17.53% of portfolio