PWMG
SCHZ icon

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

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
AFP
Arnold Financial Planning Hiawatha, Iowa $134M AUM
CWS
Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
CKAIS
Christensen King & Associates Investment Services Richland, Washington $252M AUM 20.51% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return