A detailed history of Catalina Capital Group, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Catalina Capital Group, LLC holds 3,868 shares of SCHW stock, worth $287,431. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,868
Previous 3,380 14.44%
Holding current value
$287,431
Previous $249 Million 0.66%
% of portfolio
0.08%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$61.74 - $76.08 $30,129 - $37,127
488 Added 14.44%
3,868 $251 Million
Q2 2024

Jul 24, 2024

BUY
$70.03 - $78.9 $236,701 - $266,682
3,380 New
3,380 $249 Million

Others Institutions Holding SCHW

About SCHWAB CHARLES CORP


  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $135B
  • Description
  • The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...
More about SCHW
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