Catalyst Private Wealth’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	$385K	Buy	4,218 +26	+0.6%	+$2.37K	0.17%	61
2025 Q1	$328K	Buy	4,192 +8	+0.2%	+$626	0.16%	62
2024 Q4	$310K	Sell	4,184 -284	-6%	-$21K	0.14%	68
2024 Q3	$290K	Hold	4,468	–	–	0.14%	67
2024 Q2	$329K	Buy	+4,468	New	+$329K	0.17%	65