PWMG
Pioneer Wealth Management Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.7M | Buy |
2,226,231
+261,226
| +13% | +$6.07M | 19.18% | 2 |
|
|
2025
Q1 | $45.5M | Buy |
+1,965,005
| New | +$45.5M | 19.6% | 2 |
|
|
2024
Q3 | $26M | Buy |
546,321
+214,314
| +65% | +$10.2M | 12.38% | 3 |
|
|
2024
Q2 | $15.1M | Buy |
332,007
+43,988
| +15% | +$2M | 8.04% | 3 |
|
|
2024
Q1 | $13.2M | Sell |
288,019
-175,839
| -38% | -$8.09M | 7.57% | 3 |
|
|
2023
Q4 | $21.6M | Buy |
463,858
+114,918
| +33% | +$5.36M | 13.46% | 2 |
|
|
2023
Q3 | $15.4M | Buy |
348,940
+94,546
| +37% | +$4.18M | 11.76% | 2 |
|
|
2023
Q2 | $11.7M | Sell |
254,394
-23,477
| -8% | -$1.08M | 9.33% | 3 |
|
|
2023
Q1 | $13M | Sell |
277,871
-12,256
| -4% | -$575K | 11.6% | 2 |
|
|
2022
Q4 | $13.2M | Buy |
+290,127
| New | +$13.2M | 12.48% | 1 |
|