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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
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

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Pioneer Wealth Management Group's SCHZ Position: Q2 2026 in Review

Pioneer Wealth Management Group increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 12% in Q2 2026, buying an estimated $5.77M and bringing the position to 2,249,290 shares worth $52M. The position accounts for 12.57% of the portfolio, ranked #3.

Pioneer Wealth Management Group first reported a position in SCHZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $56.2M in Q3 2025. 670 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Pioneer Wealth Management Group held 2,249,290 shares of Schwab US Aggregate Bond ETF worth $52M as of Q2 2026.
  • Pioneer Wealth Management Group bought 249,489 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $5.77M.
  • Schwab US Aggregate Bond ETF made up 12.57% of Pioneer Wealth Management Group's portfolio in Q2 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 14 quarters since.
  • Pioneer Wealth Management Group's Schwab US Aggregate Bond ETF position peaked at $56.2M in Q3 2025.
  • 670 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q2 2026, filed 7 Jul 2026.