Pioneer Wealth Management Group Schwab Us Aggregate Bond ETF Transaction History
Pioneer Wealth Management Group
- $310 Billion
- Q3 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 2,395,677 shares of SCHZ stock, worth $56.1 Million. This represents 18.15% of its overall portfolio holdings.
Number of Shares
2,395,677
Previous 2,226,231
7.61%
Holding current value
$56.1 Million
Previous $51.7 Billion
8.68%
% of portfolio
18.15%
Previous 19.18%
Shares
11 transactions
Others Institutions Holding SCHZ
# of Institutions
707Shares Held
174MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$284 Million0.02% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.96MShares$186 Million18.44% of portfolio
-
Avantax Planning Partners, Inc.7.18MShares$168 Million4.89% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.23MShares$146 Million0.04% of portfolio
-
Charles Schwab Trust CO5.95MShares$139 Million9.71% of portfolio