Charles Schwab Corporation shares owned by Catalytic Wealth RIA
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Catalytic Wealth RIA
from 13F filings
Historical chart of Catalytic Wealth RIA investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Catalytic Wealth RIA
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 29k | 95.47 |
| 2025-06-30 | $1.4M | 16k | 91.24 |
| 2025-03-31 | $408k | 5.2k | 78.28 |
| 2024-12-31 | $364k | 4.9k | 74.01 |
| 2024-09-30 | $633k | 9.8k | 64.81 |
| 2024-06-30 | $376k | 5.1k | 73.69 |
| 2024-03-31 | $370k | 5.1k | 72.34 |