Catalyst Capital Advisors LLC Schwab Us Aggregate Bond ETF Transaction History

Catalyst Capital Advisors LLC

$4.41 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 08, 2019	SELL	N/A	-1,600 Closed	0 $0
Q1 2018 May 18, 2018	SELL	N/A	-600 Reduced 27.27%	1,600 $82,000
Q4 2017 Feb 08, 2018	BUY	N/A	2,200	2,200 $114,000

Others Institutions Holding SCHZ

# of Institutions

628

Shares Held

83M

Call Options Held

100

Put Options Held

0

Jpmorgan Chase & CO New York, NY

6.33M
Shares

$144 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.15M
Shares

$94.3 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

3.14M
Shares

$71.3 Million
5.37% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$65.9 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$64.7 Million
17.53% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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