Catalyst Financial Partners’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
13,039
+338
| +3% | +$30.8K | 0.13% | 67 |
|
|
2025
Q1 | $994K | Buy |
12,701
+433
| +4% | +$33.9K | 0.18% | 63 |
|
|
2024
Q4 | $908K | Buy |
12,268
+70
| +0.6% | +$5.18K | 0.17% | 70 |
|
|
2024
Q3 | $791K | Sell |
12,198
-429
| -3% | -$27.8K | 0.15% | 85 |
|
|
2024
Q2 | $930K | Sell |
12,627
-20
| -0.2% | -$1.47K | 0.2% | 63 |
|
|
2024
Q1 | $917K | Sell |
12,647
-46
| -0.4% | -$3.34K | 0.24% | 54 |
|
|
2023
Q4 | $873K | Sell |
12,693
-2,060
| -14% | -$142K | 0.25% | 55 |
|
|
2023
Q3 | $810K | Buy |
14,753
+796
| +6% | +$43.7K | 0.26% | 55 |
|
|
2023
Q2 | $791K | Buy |
13,957
+5,461
| +64% | +$310K | 0.28% | 54 |
|
|
2023
Q1 | $445K | Buy |
8,496
+1,893
| +29% | +$99.2K | 0.19% | 79 |
|
|
2022
Q4 | $550K | Buy |
+6,603
| New | +$550K | 0.28% | 56 |
|