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 $312,534. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,868
Previous 3,380 14.44%
Holding current value
$312,534
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 $147B
  • 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
Track This Portfolio

Track Catalina Capital Group, LLC Portfolio

Follow Catalina Capital Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Catalina Capital Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Catalina Capital Group, LLC with notifications on news.