Catalina Capital Group, LLC Schwab Us Aggregate Bond ETF Transaction History
Catalina Capital Group, LLC
- $304 Billion
- Q4 2024
A detailed history of Catalina Capital Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Catalina Capital Group, LLC holds 36,854 shares of SCHZ stock, worth $852,433. This represents 0.28% of its overall portfolio holdings.
Number of Shares
36,854
Previous 16,847
118.76%
Holding current value
$852,433
Previous $801 Million
4.5%
% of portfolio
0.28%
Previous 0.27%
Shares
5 transactions
Others Institutions Holding SCHZ
# of Institutions
684Shares Held
165MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$271 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$151 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$136 Million11.76% of portfolio