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
Download as csv Download as ExcelQuarterly 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 |