Catalyst Capital Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $83K | Sell |
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|
2025
Q2 | $124K | Sell |
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|
2025
Q1 | $124K | Sell |
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|
2024
Q4 | $134K | Sell |
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|
2024
Q3 | $188K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $33K | Sell |
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|
2019
Q3 | $176K | Sell |
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|
2019
Q2 | $342K | Sell |
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|
2019
Q1 | $2.31M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $1.41M | Hold |
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|
2014
Q2 | $1.29M | Hold |
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|
2014
Q1 | $1.31M | Hold |
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|
2013
Q4 | $1.25M | Buy |
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|
2013
Q3 | $782K | Buy |
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