Charles Schwab Corporation shares owned by Catalyst Private Wealth
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Catalyst Private Wealth
from 13F filings
Historical chart of Catalyst Private Wealth investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Catalyst Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $406k | 4.2k | 95.47 |
| 2025-06-30 | $385k | 4.2k | 91.24 |
| 2025-03-31 | $328k | 4.2k | 78.28 |
| 2024-12-31 | $310k | 4.2k | 74.01 |
| 2024-09-30 | $290k | 4.5k | 64.81 |
| 2024-06-30 | $329k | 4.5k | 73.69 |