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
659Shares Held
143MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY11.7MShares$266 Million0.02% of portfolio
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Avantax Planning Partners, Inc.6.51MShares$148 Million5.36% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$142 Million18.24% of portfolio
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Charles Schwab Trust CO5.9MShares$134 Million11.76% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA5.07MShares$115 Million0.24% of portfolio