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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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All positions including Charles Schwab Corporation held by Catalytic Wealth RIA consolidated in one spreadsheet with up to 7 years of data

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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
2024-09-30 $633k 9.8k 64.81
2024-06-30 $376k 5.1k 73.69
2024-03-31 $370k 5.1k 72.34