Dorato Capital Management Schwab Us Aggregate Bond ETF Transaction History
Dorato Capital Management
- $133 Billion
- Q4 2025
A detailed history of Dorato Capital Management transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Dorato Capital Management holds 83,801 shares of SCHZ stock, worth $1.96 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
83,801Holding current value
$1.96 Million% of portfolio
1.48%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
717Shares Held
181MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$284 Million0.02% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.96MShares$186 Million18.44% of portfolio
-
Avantax Planning Partners, Inc.7.18MShares$168 Million4.89% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.23MShares$146 Million0.04% of portfolio
-
Charles Schwab Trust CO6.22MShares$145 Million9.9% of portfolio