Catalyst Private Wealth’s Charles Schwab SCHW Stock Holding History

Catalyst Private Wealth’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$405K	Buy
2025 Q2	$385K	Buy
2025 Q1	$328K	Buy
2024 Q4	$310K	Sell
2024 Q3	$290K	Hold
2024 Q2	$329K	Buy