Charles Schwab Corporation shares owned by Catalyst Financial Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Catalyst Financial Partners
from 13F filings
Historical chart of Catalyst Financial Partners investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Catalyst Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $917k | 13k | 72.50 |
| 2023-12-31 | $873k | 13k | 68.80 |
| 2023-09-30 | $810k | 15k | 54.90 |
| 2023-06-30 | $791k | 14k | 56.68 |
| 2023-03-31 | $445k | 8.5k | 52.38 |
| 2022-12-31 | $550k | 6.6k | 83.26 |
More positions owned by Catalyst Financial Partners
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