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
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Quarterly reported holdings in Charles Schwab Corporation by Catalyst Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $83k | 869 | 95.47 |
| 2025-06-30 | $124k | 1.4k | 91.24 |
| 2025-03-31 | $124k | 1.6k | 78.28 |
| 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 |