PWMG
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Pioneer Wealth Management Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Pioneer Wealth Management Group’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$55.8M Buy
2,526,995
+277,705
+12% +$6.31M 13.18% 3
2026
Q2 		$52M Buy
2,249,290
+249,489
+12% +$5.77M 12.57% 3
2026
Q1 		$46.4M Buy
1,999,801
+185,543
+10% +$4.34M 13.02% 3
2025
Q4 		$42.4M Sell
1,814,258
-581,419
-24% -$13.7M 12.87% 3
2025
Q3 		$56.2M Buy
2,395,677
+169,446
+8% +$3.94M 18.15% 2
2025
Q2 		$51.7M Buy
2,226,231
+261,226
+13% +$5.99M 19.18% 2
2025
Q1 		$45.5M Buy
+1,965,005
New +$45M 19.6% 2
2024
Q3 		$26M Buy
1,092,642
+428,628
+65% +$10M 12.38% 3
2024
Q2 		$15.1M Buy
664,014
+87,976
+15% +$1.99M 8.04% 3
2024
Q1 		$13.2M Sell
576,038
-351,678
-38% -$8.09M 7.57% 3
2023
Q4 		$21.6M Buy
927,716
+229,836
+33% +$5.14M 13.46% 2
2023
Q3 		$15.4M Buy
697,880
+189,092
+37% +$4.29M 11.76% 2
2023
Q2 		$11.7M Sell
508,788
-46,954
-8% -$1.09M 9.33% 3
2023
Q1 		$13M Sell
555,742
-24,512
-4% -$570K 11.6% 2
2022
Q4 		$13.2M Buy
+580,254
New +$13.2M 12.48% 1

Other funds holding SCHZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
BWA
Bestgate Wealth Advisors Frederick, Maryland $158M AUM 16.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
PPF
Pacific Park Financial Lagina Hills, California $169M AUM 11.63% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Pioneer Wealth Management Group's SCHZ Position: Q3 2026 in Review

Pioneer Wealth Management Group increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 12% in Q3 2026, buying an estimated $6.31M and bringing the position to 2,526,995 shares worth $55.8M. The position accounts for 13.18% of the portfolio, ranked #3.

Pioneer Wealth Management Group first reported a position in SCHZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $56.2M in Q3 2025. 76 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

  • Pioneer Wealth Management Group held 2,526,995 shares of Schwab US Aggregate Bond ETF worth $55.8M as of Q3 2026.
  • Pioneer Wealth Management Group bought 277,705 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $6.31M.
  • Schwab US Aggregate Bond ETF made up 13.18% of Pioneer Wealth Management Group's portfolio in Q3 2026, its #3 holding.
  • Pioneer Wealth Management Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Pioneer Wealth Management Group's Schwab US Aggregate Bond ETF position peaked at $56.2M in Q3 2025.
  • 76 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q3 2026, filed 9 Oct 2026.