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 $51.4 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
$51.4 Million
Previous $45.5 Billion
13.69%
% of portfolio
19.18%
Previous 19.6%
Shares
10 transactions
Others Institutions Holding SCHZ
# of Institutions
707Shares Held
171MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$283 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.35MShares$170 Million0.05% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$160 Million18.93% of portfolio
-
Avantax Planning Partners, Inc.6.79MShares$157 Million5.6% of portfolio
-
Charles Schwab Trust CO5.59MShares$129 Million9.94% of portfolio