Catalyst Capital Advisors »

Charles Schwab Corporation shares owned by Catalyst Capital Advisors

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Catalyst Capital Advisors from 13F filings

Historical chart of Catalyst Capital Advisors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Catalyst Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Charles Schwab Corporation by Catalyst Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $134k 1.8k 74.01
2024-09-30 $188k 2.9k 64.81
2019-12-31 $33k 700 47.14
2019-09-30 $176k 4.2k 41.90
2019-06-30 $342k 8.5k 40.24
2019-03-31 $2.3M 54k 42.76
2014-09-30 $1.4M 48k 29.40
2014-06-30 $1.3M 48k 26.94
2014-03-31 $1.3M 48k 27.33
2013-12-31 $1.2M 48k 26.00
2013-09-30 $782k 37k 21.14