Catalyst Financial Partners’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
Q2 | $1.19M | Buy |
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|
2025
Q1 | $994K | Buy |
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|
2024
Q4 | $908K | Buy |
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|
2024
Q3 | $791K | Sell |
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|
2024
Q2 | $930K | Sell |
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|
2024
Q1 | $917K | Sell |
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|
2023
Q4 | $873K | Sell |
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|
2023
Q3 | $810K | Buy |
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|
2023
Q2 | $791K | Buy |
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|
2023
Q1 | $445K | Buy |
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|
2022
Q4 | $550K | Buy |
|